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

Level 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 Q1	–	Sell	-177	Closed	-$44.4K	–	245
2023 Q4	$44.4K	Hold	177	–	–	0.02%	123
2023 Q3	$41.6K	Hold	177	–	–	0.02%	117
2023 Q2	$43.3K	Hold	177	–	–	0.02%	116
2023 Q1	$42.2K	Hold	177	–	–	0.03%	107
2022 Q4	$44K	Hold	177	–	–	0.03%	101
2022 Q3	$40K	Hold	177	–	–	0.03%	105
2022 Q2	$42K	Buy	+177	New	+$42.7K	0.03%	112

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Level Financial Advisors's VHT Position: Q1 2024 in Review

Level Financial Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2024, closing a stake of 177 shares — an estimated $44.4K sold.

Level Financial Advisors first reported a position in VHT in Q2 2022 and held it in 7 quarters. The position peaked at $44.4K in Q4 2023. 994 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

Level Financial Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 177 Vanguard Health Care ETF shares in Q1 2024, an estimated $44.4K.
Level Financial Advisors first reported a position in Vanguard Health Care ETF in Q2 2022 and held it in 7 quarters.
Level Financial Advisors's Vanguard Health Care ETF position peaked at $44.4K in Q4 2023.
994 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.