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Heritage Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Heritage Wealth Partners’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,415
Closed -$1.25M – 72
2024
Q3 		$1.25M Buy
+4,415
New +$1.23M 1.47% 19

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heritage Wealth Partners's VHT Position: Q4 2024 in Review

Heritage Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 4,415 shares — an estimated $1.25M sold.

Heritage Wealth Partners first reported a position in VHT in Q3 2024 and held it in 1 quarter. The position peaked at $1.25M in Q3 2024. 1,057 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • Heritage Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Partners sold 4,415 Vanguard Health Care ETF shares in Q4 2024, an estimated $1.25M.
  • Heritage Wealth Partners first reported a position in Vanguard Health Care ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Wealth Partners's Vanguard Health Care ETF position peaked at $1.25M in Q3 2024.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Heritage Wealth Partners's 13F filing for Q4 2024, filed 13 Jan 2025.