Pacific Capital Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Pacific Capital Wealth 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
2024 Q4	–	Sell	-5,342	Closed	-$1.51M	–	485
2024 Q3	$1.51M	Hold	5,342	–	–	0.25%	35
2024 Q2	$1.42M	Hold	5,342	–	–	0.26%	33
2024 Q1	$1.45M	Hold	5,342	–	–	0.34%	33
2023 Q4	$1.34M	Hold	5,342	–	–	0.34%	31
2023 Q3	$1.26M	Sell	5,342 -644	-11%	-$157K	0.35%	33
2023 Q2	$1.47M	Sell	5,986 -240	-4%	-$58.4K	0.37%	34
2023 Q1	$1.48M	Buy	+6,226	New	+$1.5M	0.38%	37

Other funds holding VHT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Pacific Capital Wealth Advisors's VHT Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 5,342 shares — an estimated $1.51M sold.

Pacific Capital Wealth Advisors first reported a position in VHT in Q1 2023 and held it in 7 quarters. The position peaked at $1.51M in Q3 2024. 1,055 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 5,342 Vanguard Health Care ETF shares in Q4 2024, an estimated $1.51M.
Pacific Capital Wealth Advisors first reported a position in Vanguard Health Care ETF in Q1 2023 and held it in 7 quarters.
Pacific Capital Wealth Advisors's Vanguard Health Care ETF position peaked at $1.51M in Q3 2024.
1,055 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.