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KFS
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
–
738
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
Sell
50
-12,307
-100%
-$3.16M
0.01%
305
2021
Q2
$50K
Buy
12,357
+12,307
+24,614%
+$2.94M
﹤0.01%
459
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
PCH
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
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
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton, Ohio
$1.78B AUM
14.7%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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