Householder Group Estate & Retirement Specialist’s Vanguard Health Care ETF VHT Stock Holding History

Householder Group Estate & Retirement Specialist’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	$214K	Sell	845 -176	-17%	-$47.4K	0.16%	96
2024 Q3	$288K	Sell	1,021 -23	-2%	-$6.39K	0.08%	192
2024 Q2	$277K	Sell	1,044 -16	-2%	-$4.2K	0.08%	199
2024 Q1	$287K	Sell	1,060 -203	-16%	-$53.3K	0.09%	192
2023 Q4	$316K	Sell	1,263 -127	-9%	-$30.1K	0.1%	177
2023 Q3	$327K	Buy	+1,390	New	+$339K	0.12%	152
2023 Q1	$330K	Buy	+1,383	New	+$333K	0.13%	156
2022 Q4	–	Sell	-2,366	Closed	-$529K	–	1115
2022 Q3	$529K	Sell	2,366 -108	-4%	-$25.8K	0.22%	104
2022 Q2	$583K	Sell	2,474 -655	-21%	-$158K	0.26%	93
2022 Q1	$796K	Sell	3,129 -282	-8%	-$69.7K	0.32%	86
2021 Q4	$909K	Buy	+3,411	New	+$870K	0.34%	83

Other funds holding VHT

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $7.77B AUM 9.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VHT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Health Care ETF (VHT) stake by 17% in Q4 2024, selling an estimated $47.4K and leaving 845 shares worth $214K. The position accounts for 0.16% of the portfolio, ranked #96.

Householder Group Estate & Retirement Specialist first reported a position in VHT in Q4 2021 and has held it in 11 quarters since. The position peaked at $909K in Q4 2021. 1,055 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 845 shares of Vanguard Health Care ETF worth $214K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 176 Vanguard Health Care ETF shares in Q4 2024, an estimated $47.4K.
Vanguard Health Care ETF made up 0.16% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #96 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Health Care ETF position peaked at $909K in Q4 2021.
1,055 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.