Kistler-Tiffany Companies’s Vanguard Health Care ETF VHT Stock Holding History

Kistler-Tiffany Companies’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 Q2	$1.44M	Buy	5,894 +139	+2%	+$33.8K	0.23%	85
2023 Q1	$1.37M	Buy	5,755 +27	+0.5%	+$6.5K	0.26%	73
2022 Q4	$1.42M	Buy	5,728 +48	+0.8%	+$11.6K	0.29%	65
2022 Q3	$1.27M	Sell	5,680 -61	-1%	-$14.6K	0.29%	63
2022 Q2	$1.35M	Buy	5,741 +148	+3%	+$35.7K	0.29%	60
2022 Q1	$1.42M	Buy	5,593 +224	+4%	+$55.3K	0.27%	63
2021 Q4	$1.43M	Buy	5,369 +820	+18%	+$209K	0.28%	58
2021 Q3	$1.12M	Buy	4,549 +198	+5%	+$50.8K	0.25%	63
2021 Q2	$1.07M	Buy	4,351 +787	+22%	+$188K	0.25%	72
2021 Q1	$815K	Buy	3,564 +892	+33%	+$205K	0.21%	83
2020 Q4	$598K	Sell	2,672 -519	-16%	-$111K	0.17%	91
2020 Q3	$651K	Buy	3,191 +453	+17%	+$91.7K	0.21%	79
2020 Q2	$528K	Buy	2,738 +604	+28%	+$113K	0.19%	82
2020 Q1	$409K	Hold	2,134	–	–	0.14%	89
2019 Q4	$409K	Buy	2,134 +387	+22%	+$69.4K	0.14%	92
2019 Q3	$293K	Buy	1,747 +71	+4%	+$12.2K	0.11%	114
2019 Q2	$292K	Buy	1,676 +300	+22%	+$50.6K	0.11%	113
2019 Q1	$237K	Sell	1,376 -18	-1%	-$3.05K	0.1%	118
2018 Q4	$224K	Buy	1,394 +1	+0.1%	+$169	0.1%	108
2018 Q3	$251K	Buy	1,393 +1	+0.1%	+$172	0.1%	112
2018 Q2	$222K	Sell	1,392 -374	-21%	-$58.9K	0.1%	117
2018 Q1	$271K	Sell	1,766 -158	-8%	-$25.2K	0.11%	111
2017 Q4	$297K	Buy	1,924 +1	+0.1%	+$153	0.12%	115
2017 Q3	$293K	Buy	1,923 +105	+6%	+$15.7K	0.12%	108
2017 Q2	$268K	Buy	1,818 +1	+0.1%	+$141	0.12%	105
2017 Q1	$250K	Buy	1,817 +43	+2%	+$5.79K	0.12%	105
2016 Q4	$225K	Buy	1,774 +174	+11%	+$22.2K	0.11%	111
2016 Q3	$213K	Buy	1,600 +1	+0.1%	+$135	0.11%	115
2016 Q2	$209K	Buy	1,599 +535	+50%	+$68.6K	0.11%	118
2016 Q1	$131K	Sell	1,064 -11	-1%	-$1.34K	0.07%	160
2015 Q4	$143K	Buy	1,075 +288	+37%	+$37.5K	0.08%	152
2015 Q3	$96K	Hold	787	–	–	0.06%	194
2015 Q2	$110K	Buy	787 +105	+15%	+$14.5K	0.07%	179
2015 Q1	$92K	Buy	682 +432	+173%	+$56.9K	0.06%	182
2014 Q4	$31K	Buy	250 +2	+0.8%	+$246	0.02%	301
2014 Q3	$29K	Hold	248	–	–	0.02%	315
2014 Q2	$28K	Hold	248	–	–	0.02%	323
2014 Q1	$27K	Buy	248 +83	+50%	+$8.78K	0.02%	313
2013 Q4	$17K	Hold	165	–	–	0.01%	374
2013 Q3	$15K	Hold	165	–	–	0.01%	383
2013 Q2	$14K	Buy	+165	New	+$14.2K	0.01%	388

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 $666B 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 $530B 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kistler-Tiffany Companies's VHT Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Vanguard Health Care ETF (VHT) stake by 2.4% in Q2 2023, buying an estimated $33.8K and bringing the position to 5,894 shares worth $1.44M. The position accounts for 0.23% of the portfolio, ranked #85.

Kistler-Tiffany Companies first reported a position in VHT in Q2 2013 and has held it in 41 quarters since. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

Kistler-Tiffany Companies held 5,894 shares of Vanguard Health Care ETF worth $1.44M as of Q2 2023.
Kistler-Tiffany Companies bought 139 Vanguard Health Care ETF shares in Q2 2023, an estimated $33.8K.
Vanguard Health Care ETF made up 0.23% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #85 holding.
Kistler-Tiffany Companies first reported a position in Vanguard Health Care ETF in Q2 2013 and has held it in 41 quarters since.
923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.