MLA
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MB, Levis & Associates’s Vanguard Health Care ETF VHT Stock Holding History

MB, Levis & Associates’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
2025
Q3 		– Sell
-100
Closed -$24.8K – 293
2025
Q2 		$24.8K Hold
100
– – 0.01% 154
2025
Q1 		$26.5K Hold
100
– – 0.01% 151
2024
Q4 		$25.4K Hold
100
– – 0.01% 148
2024
Q3 		$28.2K Hold
100
– – 0.01% 146
2024
Q2 		$26.6K Hold
100
– – 0.01% 147
2024
Q1 		$27.1K Hold
100
– – 0.01% 145
2023
Q4 		$25.1K Sell
100
-170
-63% -$40.3K 0.01% 147
2023
Q3 		$63.4K Buy
270
+1
+0.4% +$244 0.04% 101
2023
Q2 		$65.9K Hold
269
– – 0.04% 100
2023
Q1 		$64.2K Hold
269
– – 0.04% 101
2022
Q4 		$66.6K Buy
+269
New +$65.2K 0.05% 92

Other funds holding VHT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return