O'Dell Group’s Vanguard Health Care ETF VHT Stock Holding History

O'Dell Group’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	-960	Closed	-$244K	–	98
2024 Q4	$244K	Buy	960 +38	+4%	+$10.2K	0.05%	88
2024 Q3	$260K	Hold	922	–	–	0.06%	78
2024 Q2	$249K	Hold	922	–	–	0.06%	77
2024 Q1	$249K	Hold	922	–	–	0.06%	77
2023 Q4	$231K	Hold	922	–	–	0.06%	78
2023 Q3	$217K	Hold	922	–	–	0.07%	71
2023 Q2	$226K	Buy	+922	New	+$224K	0.06%	75
2022 Q2	–	Sell	-23	Closed	-$6K	–	569
2022 Q1	$6K	Sell	23 -4	-15%	-$988	﹤0.01%	373
2021 Q4	$7K	Hold	27	–	–	﹤0.01%	350
2021 Q3	$7K	Buy	+27	New	+$6.93K	﹤0.01%	343

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

O'Dell Group's VHT Position: Q1 2025 in Review

O'Dell Group sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 960 shares — an estimated $244K sold.

O'Dell Group first reported a position in VHT in Q3 2021 and held it in 10 quarters. The position peaked at $260K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

O'Dell Group reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
O'Dell Group sold 960 Vanguard Health Care ETF shares in Q1 2025, an estimated $244K.
O'Dell Group first reported a position in Vanguard Health Care ETF in Q3 2021 and held it in 10 quarters.
O'Dell Group's Vanguard Health Care ETF position peaked at $260K in Q3 2024.
1,059 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.