LifePro Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

LifePro Asset Management’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	-888	Closed	-$209K	–	125
2023 Q3	$209K	Sell	888 -532	-37%	-$130K	0.17%	93
2023 Q2	$348K	Buy	+1,420	New	+$345K	0.27%	74
2022 Q1	–	Sell	-1,195	Closed	-$318K	–	146
2021 Q4	$318K	Sell	1,195 -104	-8%	-$26.5K	0.09%	94
2021 Q3	$321K	Buy	1,299 +66	+5%	+$16.9K	0.1%	74
2021 Q2	$305K	Sell	1,233 -4	-0.3%	-$956	0.09%	69
2021 Q1	$283K	Sell	1,237 -117	-9%	-$26.8K	0.09%	69
2020 Q4	$303K	Buy	+1,354	New	+$289K	0.09%	75

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

LifePro Asset Management's VHT Position: Q4 2023 in Review

LifePro Asset Management sold out of Vanguard Health Care ETF (VHT) in Q4 2023, closing a stake of 888 shares — an estimated $209K sold.

LifePro Asset Management first reported a position in VHT in Q4 2020 and held it in 7 quarters. The position peaked at $348K in Q2 2023. 965 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

LifePro Asset Management reported no remaining Vanguard Health Care ETF position as of Q4 2023 after selling out during the quarter.
LifePro Asset Management sold 888 Vanguard Health Care ETF shares in Q4 2023, an estimated $209K.
LifePro Asset Management first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 7 quarters.
LifePro Asset Management's Vanguard Health Care ETF position peaked at $348K in Q2 2023.
965 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on LifePro Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.