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

McCarthy 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
2024 Q4	–	Sell	-779	Closed	-$220K	–	35
2024 Q3	$220K	Sell	779 -27	-3%	-$7.5K	0.14%	31
2024 Q2	$214K	Sell	806 -51	-6%	-$13.4K	0.13%	37
2024 Q1	$232K	Sell	857 -16	-2%	-$4.2K	0.14%	35
2023 Q4	$219K	Sell	873 -15	-2%	-$3.55K	0.14%	32
2023 Q3	$209K	Hold	888	–	–	0.15%	35
2023 Q2	$217K	Hold	888	–	–	0.15%	34
2023 Q1	$212K	Hold	888	–	–	0.14%	33
2022 Q4	$220K	Buy	+888	New	+$215K	0.15%	32
2022 Q3	–	Sell	-888	Closed	-$209K	–	33
2022 Q2	$209K	Hold	888	–	–	0.17%	33
2022 Q1	$226K	Hold	888	–	–	0.16%	34
2021 Q4	$237K	Hold	888	–	–	0.16%	33
2021 Q3	$219K	Sell	888 -265	-23%	-$68K	0.16%	31
2021 Q2	$285K	Sell	1,153 -2	-0.2%	-$478	0.2%	29
2021 Q1	$264K	Buy	1,155 +2	+0.2%	+$459	0.21%	31
2020 Q4	$258K	Buy	+1,153	New	+$246K	0.21%	30

Other funds holding VHT

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McCarthy Asset Management's VHT Position: Q4 2024 in Review

McCarthy Asset Management sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 779 shares — an estimated $220K sold.

McCarthy Asset Management first reported a position in VHT in Q4 2020 and held it in 15 quarters. The position peaked at $285K in Q2 2021. 1,055 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

McCarthy Asset Management reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
McCarthy Asset Management sold 779 Vanguard Health Care ETF shares in Q4 2024, an estimated $220K.
McCarthy Asset Management first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 15 quarters.
McCarthy Asset Management's Vanguard Health Care ETF position peaked at $285K in Q2 2021.
1,055 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on McCarthy Asset Management's 13F filing for Q4 2024, filed 18 Feb 2025.