Oliver Lagore Vanvalin Investment Group’s Vanguard Health Care ETF VHT Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q2	–	Sell	-42	Closed	-$11.4K	–	818
2024 Q1	$11.4K	Hold	42	–	–	﹤0.01%	400
2023 Q4	$10.5K	Sell	42 -80	-66%	-$18.9K	﹤0.01%	404
2023 Q3	$28.7K	Sell	122 -15	-11%	-$3.66K	0.01%	302
2023 Q2	$33.5K	Sell	137 -20,501	-99%	-$4.99M	0.01%	301
2023 Q1	$4.92M	Sell	20,638 -375	-2%	-$90.2K	2.1%	13
2022 Q4	$5.21M	Buy	21,013 +4,608	+28%	+$1.12M	2.94%	7
2022 Q3	$3.67M	Sell	16,405 -17	-0.1%	-$4.06K	2.37%	7
2022 Q2	$3.87M	Buy	+16,422	New	+$3.96M	2.25%	9

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

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

EHC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VHT Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Vanguard Health Care ETF (VHT) in Q2 2024, closing a stake of 42 shares — an estimated $11.4K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in VHT in Q2 2022 and held it in 8 quarters. The position peaked at $5.21M in Q4 2022. 995 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Vanguard Health Care ETF position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 42 Vanguard Health Care ETF shares in Q2 2024, an estimated $11.4K.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Health Care ETF in Q2 2022 and held it in 8 quarters.
Oliver Lagore Vanvalin Investment Group's Vanguard Health Care ETF position peaked at $5.21M in Q4 2022.
995 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.