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

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return