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NorthStar Asset Management (New Jersey)’s Vanguard Health Care ETF VHT Stock Holding History

NorthStar Asset Management (New Jersey)’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
-908
Closed -$256K – 87
2024
Q3 		$256K Sell
908
-64
-7% -$17.8K 0.17% 73
2024
Q2 		$259K Sell
972
-71
-7% -$18.6K 0.18% 69
2024
Q1 		$282K Sell
1,043
-162
-13% -$42.6K 0.21% 64
2023
Q4 		$302K Buy
+1,205
New +$285K 0.28% 59

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

NorthStar Asset Management (New Jersey)'s VHT Position: Q4 2024 in Review

NorthStar Asset Management (New Jersey) sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 908 shares — an estimated $256K sold.

NorthStar Asset Management (New Jersey) first reported a position in VHT in Q4 2023 and held it in 4 quarters. The position peaked at $302K in Q4 2023. 1,058 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • NorthStar Asset Management (New Jersey) reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • NorthStar Asset Management (New Jersey) sold 908 Vanguard Health Care ETF shares in Q4 2024, an estimated $256K.
  • NorthStar Asset Management (New Jersey) first reported a position in Vanguard Health Care ETF in Q4 2023 and held it in 4 quarters.
  • NorthStar Asset Management (New Jersey)'s Vanguard Health Care ETF position peaked at $302K in Q4 2023.
  • 1,058 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q4 2024, filed 23 Jan 2025.