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Maiden Cove Capital’s Vanguard Health Care ETF VHT Stock Holding History

Maiden Cove Capital’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
Q4 		$1.03M Sell
4,075
-102
-2% -$27.5K 1.58% 16
2024
Q3 		$1.18M Buy
4,177
+947
+29% +$263K 1.84% 11
2024
Q2 		$866K Buy
+3,230
New +$847K 1.88% 13

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Maiden Cove Capital's VHT Position: Q4 2024 in Review

Maiden Cove Capital reduced its Vanguard Health Care ETF (VHT) stake by 2.4% in Q4 2024, selling an estimated $27.5K and leaving 4,075 shares worth $1.03M. The position accounts for 1.58% of the portfolio, ranked #16.

Maiden Cove Capital first reported a position in VHT in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.18M in Q3 2024. 1,058 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • Maiden Cove Capital held 4,075 shares of Vanguard Health Care ETF worth $1.03M as of Q4 2024.
  • Maiden Cove Capital sold 102 Vanguard Health Care ETF shares in Q4 2024, an estimated $27.5K.
  • Vanguard Health Care ETF made up 1.58% of Maiden Cove Capital's portfolio in Q4 2024, its #16 holding.
  • Maiden Cove Capital first reported a position in Vanguard Health Care ETF in Q2 2024 and has held it in 3 quarters since.
  • Maiden Cove Capital's Vanguard Health Care ETF position peaked at $1.18M in Q3 2024.
  • 1,058 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.