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	0.06%	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	–	570
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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return