Legacy Financial Group (Iowa)
VHT icon

Legacy Financial Group (Iowa)’s Vanguard Health Care ETF VHT Stock Holding History

Legacy Financial Group (Iowa)’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
-31
Closed -$7.29K – 493
2023
Q3 		$7.29K Buy
+31
New +$7.56K ﹤0.01% 357

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Financial Group (Iowa)'s VHT Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Vanguard Health Care ETF (VHT) in Q4 2023, closing a stake of 31 shares — an estimated $7.29K sold.

Legacy Financial Group (Iowa) first reported a position in VHT in Q3 2023 and held it in 1 quarter. The position peaked at $7.29K in Q3 2023. 965 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Vanguard Health Care ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 31 Vanguard Health Care ETF shares in Q4 2023, an estimated $7.29K.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Health Care ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Vanguard Health Care ETF position peaked at $7.29K in Q3 2023.
  • 965 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.