KFS
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Kelly Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Kelly Financial 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
Q3 		– Sell
-50
Closed -$13.3K – 728
2024
Q2 		$13.3K Hold
50
– – ﹤0.01% 383
2024
Q1 		$13.5K Hold
50
– – 0.01% 379
2023
Q4 		$12.5K Hold
50
– – 0.01% 363
2023
Q3 		$11.8K Hold
50
– – 0.01% 346
2023
Q2 		$12.2K Hold
50
– – 0.01% 336
2023
Q1 		$11.9K Hold
50
– – 0.01% 333
2022
Q4 		$12.4K Hold
50
– – 0.01% 312
2022
Q3 		$11.2K Hold
50
– – 0.01% 316
2022
Q2 		$11.8K Hold
50
– – 0.01% 307
2022
Q1 		$12.7K Hold
50
– – 0.01% 312
2021
Q4 		$13.3K Hold
50
– – 0.01% 307
2021
Q3 		$12.4K Hold
50
– – 0.01% 305
2021
Q2 		$12.4K Hold
50
– – 0.01% 315
2021
Q1 		$11.4K Hold
50
– – 0.01% 287
2020
Q4 		$11.2K Hold
50
– – 0.01% 254
2020
Q3 		$10.2K Hold
50
– – 0.01% 254
2020
Q2 		$9.63K Hold
50
– – 0.01% 250
2020
Q1 		$8.3K Hold
50
– – 0.01% 235
2019
Q4 		$9.59K Hold
50
– – 0.01% 235
2019
Q3 		$8.38K Hold
50
– – 0.01% 242
2019
Q2 		$8.7K Hold
50
– – 0.01% 238
2019
Q1 		$8.62K Buy
+50
New +$8.47K 0.01% 238

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kelly Financial Services's VHT Position: Q3 2024 in Review

Kelly Financial Services sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 50 shares — an estimated $13.3K sold.

Kelly Financial Services first reported a position in VHT in Q1 2019 and held it in 22 quarters. The position peaked at $13.5K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

  • Kelly Financial Services reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 50 Vanguard Health Care ETF shares in Q3 2024, an estimated $13.3K.
  • Kelly Financial Services first reported a position in Vanguard Health Care ETF in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Vanguard Health Care ETF position peaked at $13.5K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.