LFA
VHT icon

Legend Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Legend Financial Advisors’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
-38
Closed -$10.1K – 273
2024
Q2 		$10.1K Hold
38
– – 0.01% 143
2024
Q1 		$10.3K Hold
38
– – 0.01% 133
2023
Q4 		$9.53K Hold
38
– – 0.01% 126
2023
Q3 		$8.93K Hold
38
– – 0.01% 142
2023
Q2 		$9.3K Hold
38
– – 0.01% 155
2023
Q1 		$9.06K Hold
38
– – 0.01% 158
2022
Q4 		$9.43K Hold
38
– – 0.01% 171
2022
Q3 		$8.5K Buy
+38
New +$9.07K 0.01% 158

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

Legend Financial Advisors's VHT Position: Q3 2024 in Review

Legend Financial Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 38 shares — an estimated $10.1K sold.

Legend Financial Advisors first reported a position in VHT in Q3 2022 and held it in 8 quarters. The position peaked at $10.3K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

  • Legend Financial Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 38 Vanguard Health Care ETF shares in Q3 2024, an estimated $10.1K.
  • Legend Financial Advisors first reported a position in Vanguard Health Care ETF in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's Vanguard Health Care ETF position peaked at $10.3K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.