JTC Employer Solutions Trustee’s Vanguard Health Care ETF VHT Stock Holding History

JTC Employer Solutions Trustee’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
2023 Q4	–	Sell	-505	Closed	-$119K	–	364
2023 Q3	$119K	Hold	505	–	–	0.01%	176
2023 Q2	$124K	Hold	505	–	–	0.01%	171
2023 Q1	$120K	Hold	505	–	–	0.01%	178
2022 Q4	$125K	Hold	505	–	–	0.01%	175
2022 Q3	$113K	Hold	505	–	–	0.02%	154
2022 Q2	$119K	Hold	505	–	–	0.02%	137
2022 Q1	$129K	Hold	505	–	–	0.01%	142
2021 Q4	$134K	Hold	505	–	–	0.02%	142
2021 Q3	$125K	Buy	505 +332	+192%	+$85.2K	0.02%	150
2021 Q2	$43K	Buy	+173	New	+$41.3K	0.01%	222

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JTC Employer Solutions Trustee's VHT Position: Q4 2023 in Review

JTC Employer Solutions Trustee sold out of Vanguard Health Care ETF (VHT) in Q4 2023, closing a stake of 505 shares — an estimated $119K sold.

JTC Employer Solutions Trustee first reported a position in VHT in Q2 2021 and held it in 10 quarters. The position peaked at $134K in Q4 2021. 965 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

JTC Employer Solutions Trustee reported no remaining Vanguard Health Care ETF position as of Q4 2023 after selling out during the quarter.
JTC Employer Solutions Trustee sold 505 Vanguard Health Care ETF shares in Q4 2023, an estimated $119K.
JTC Employer Solutions Trustee first reported a position in Vanguard Health Care ETF in Q2 2021 and held it in 10 quarters.
JTC Employer Solutions Trustee's Vanguard Health Care ETF position peaked at $134K in Q4 2021.
965 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on JTC Employer Solutions Trustee's 13F filing for Q4 2023, filed 16 Jan 2024.