IAS
VHT icon

Insigneo Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Insigneo Advisory Services’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
-804
Closed -$227K – 690
2024
Q3 		$227K Sell
804
-11
-1% -$3.06K 0.02% 521
2024
Q2 		$219K Sell
815
-80
-9% -$21K 0.02% 484
2024
Q1 		$242K Sell
895
-180
-17% -$47.3K 0.03% 431
2023
Q4 		$270K Sell
1,075
-178
-14% -$42.2K 0.04% 352
2023
Q3 		$296K Sell
1,253
-2,400
-66% -$585K 0.06% 288
2023
Q2 		$898K Buy
3,653
+2,130
+140% +$518K 0.17% 122
2023
Q1 		$363K Sell
1,523
-204
-12% -$49.1K 0.12% 181
2022
Q4 		$428K Buy
+1,727
New +$419K 0.16% 142

Other funds holding VHT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return