M Holdings Securities’s Vanguard Health Care ETF VHT Stock Holding History

M Holdings Securities’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	-954	Closed	-$254K	–	292
2024 Q2	$254K	Buy	+954	New	+$250K	0.03%	253
2021 Q2	–	Sell	-1,273	Closed	-$291K	–	475
2021 Q1	$291K	Buy	+1,273	New	+$292K	0.03%	397
2014 Q4	–	Sell	-616	Closed	-$72K	–	431
2014 Q3	$72K	Buy	+616	New	+$70.6K	0.04%	338

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

BCMIO

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M Holdings Securities's VHT Position: Q3 2024 in Review

M Holdings Securities sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 954 shares — an estimated $254K sold.

M Holdings Securities first reported a position in VHT in Q3 2014 and held it in 3 quarters. The position peaked at $291K in Q1 2021. 1,031 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

M Holdings Securities reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
M Holdings Securities sold 954 Vanguard Health Care ETF shares in Q3 2024, an estimated $254K.
M Holdings Securities first reported a position in Vanguard Health Care ETF in Q3 2014 and held it in 3 quarters.
M Holdings Securities's Vanguard Health Care ETF position peaked at $291K in Q1 2021.
1,031 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.