Miller Equity Capital Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Miller Equity Capital Advisors’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 Q1	–	Sell	-16,000	Closed	-$4.06M	–	39
2024 Q4	$4.06M	Hold	16,000	–	–	1.55%	20
2024 Q3	$4.52M	Hold	16,000	–	–	1.76%	15
2024 Q2	$4.26M	Hold	16,000	–	–	1.77%	15
2024 Q1	$4.33M	Hold	16,000	–	–	1.79%	15
2023 Q4	$4.01M	Hold	16,000	–	–	1.81%	16
2023 Q3	$3.76M	Hold	16,000	–	–	1.95%	14
2023 Q2	$3.92M	Hold	16,000	–	–	1.99%	13
2023 Q1	$3.82M	Hold	16,000	–	–	2.13%	12
2022 Q4	$3.97M	Hold	16,000	–	–	2.58%	10
2022 Q3	$3.58M	Hold	16,000	–	–	2.63%	7
2022 Q2	$3.77M	Buy	16,000 +1,800	+13%	+$434K	3.22%	4
2022 Q1	$3.61M	Buy	14,200 +1,490	+12%	+$368K	3.06%	8
2021 Q4	$3.39M	Hold	12,710	–	–	3.15%	9
2021 Q3	$3.14M	Buy	12,710 +1,200	+10%	+$308K	3.09%	10
2021 Q2	$2.84M	Buy	11,510 +665	+6%	+$159K	2.94%	10
2021 Q1	$2.48M	Buy	10,845 +400	+4%	+$91.7K	3.11%	8
2020 Q4	$2.34M	Buy	10,445 +850	+9%	+$182K	3.12%	9
2020 Q3	$1.96M	Buy	9,595 +1,070	+13%	+$217K	2.95%	10
2020 Q2	$1.64M	Hold	8,525	–	–	2.67%	10
2020 Q1	$1.42M	Sell	8,525 -680	-7%	-$124K	2.66%	8
2019 Q4	$1.76M	Buy	+9,205	New	+$1.65M	2.26%	11

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

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Miller Equity Capital Advisors's VHT Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 16,000 shares — an estimated $4.06M sold.

Miller Equity Capital Advisors first reported a position in VHT in Q4 2019 and held it in 21 quarters. The position peaked at $4.52M in Q3 2024. 1,059 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

Miller Equity Capital Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 16,000 Vanguard Health Care ETF shares in Q1 2025, an estimated $4.06M.
Miller Equity Capital Advisors first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 21 quarters.
Miller Equity Capital Advisors's Vanguard Health Care ETF position peaked at $4.52M in Q3 2024.
1,059 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.