Lee Financial’s Vanguard Health Care ETF VHT Stock Holding History

Lee Financial’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	-121	Closed	-$28.4K	–	930
2023 Q3	$28.4K	Hold	121	–	–	0.01%	265
2023 Q2	$29.6K	Hold	121	–	–	0.01%	263
2023 Q1	$28.9K	Buy	+121	New	+$29.1K	0.01%	273

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

Lee Financial's VHT Position: Q4 2023 in Review

Lee Financial sold out of Vanguard Health Care ETF (VHT) in Q4 2023, closing a stake of 121 shares — an estimated $28.4K sold.

Lee Financial first reported a position in VHT in Q1 2023 and held it in 3 quarters. The position peaked at $29.6K in Q2 2023. 965 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

Lee Financial reported no remaining Vanguard Health Care ETF position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 121 Vanguard Health Care ETF shares in Q4 2023, an estimated $28.4K.
Lee Financial first reported a position in Vanguard Health Care ETF in Q1 2023 and held it in 3 quarters.
Lee Financial's Vanguard Health Care ETF position peaked at $29.6K in Q2 2023.
965 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.