Meitav Investment House’s Vanguard Health Care ETF VHT Stock Holding History

Meitav Investment House’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 Q3	–	Sell	-3,567	Closed	-$873K	–	511
2023 Q2	$873K	Hold	3,567	–	–	0.01%	234
2023 Q1	$883K	Hold	3,567	–	–	0.02%	243
2022 Q4	$885K	Hold	3,567	–	–	0.02%	253
2022 Q3	$809K	Hold	3,567	–	–	0.01%	253
2022 Q2	$840K	Sell	3,567 -30	-0.8%	-$7.23K	0.01%	244
2022 Q1	$915K	Hold	3,597	–	–	0.01%	270
2021 Q4	$958K	Buy	3,597 +30	+0.8%	+$7.65K	0.02%	257
2021 Q3	$882K	Hold	3,567	–	–	0.01%	255
2021 Q2	$882K	Hold	3,567	–	–	0.02%	259
2021 Q1	$816K	Buy	+3,567	New	+$818K	0.02%	226
2020 Q4	–	Sell	-3,567	Closed	-$728K	–	468
2020 Q3	$728K	Hold	3,567	–	–	0.04%	200
2020 Q2	$687K	Hold	3,567	–	–	0.04%	187
2020 Q1	$592K	Hold	3,567	–	–	0.04%	207
2019 Q4	$684K	Hold	3,567	–	–	0.05%	201
2019 Q3	$593K	Buy	+3,567	New	+$611K	0.04%	226
2019 Q2	–	Sell	-3,567	Closed	-$615K	–	487
2019 Q1	$615K	Buy	+3,567	New	+$605K	0.03%	220
2018 Q4	–	Sell	-3,567	Closed	-$642K	–	448
2018 Q3	$642K	Hold	3,567	–	–	0.03%	255
2018 Q2	$2.07M	Buy	+3,567	New	+$561K	0.09%	116

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

BCMIO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meitav Investment House's VHT Position: Q3 2023 in Review

Meitav Investment House sold out of Vanguard Health Care ETF (VHT) in Q3 2023, closing a stake of 3,567 shares — an estimated $873K sold.

Meitav Investment House first reported a position in VHT in Q2 2018 and held it in 18 quarters. The position peaked at $2.07M in Q2 2018. 928 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

Meitav Investment House reported no remaining Vanguard Health Care ETF position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 3,567 Vanguard Health Care ETF shares in Q3 2023, an estimated $873K.
Meitav Investment House first reported a position in Vanguard Health Care ETF in Q2 2018 and held it in 18 quarters.
Meitav Investment House's Vanguard Health Care ETF position peaked at $2.07M in Q2 2018.
928 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.