PCA Investment Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

PCA Investment Advisory Services’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	-2,735	Closed	-$694K	–	137
2024 Q4	$694K	Sell	2,735 -391	-13%	-$105K	0.32%	46
2024 Q3	$882K	Buy	3,126 +79	+3%	+$21.9K	0.42%	40
2024 Q2	$811K	Buy	3,047 +50	+2%	+$13.1K	0.42%	40
2024 Q1	$811K	Buy	2,997 +3	+0.1%	+$788	0.46%	39
2023 Q4	$750K	Buy	2,994 +209	+8%	+$49.5K	0.5%	38
2023 Q3	$655K	Buy	2,785 +22	+0.8%	+$5.36K	0.47%	40
2023 Q2	$677K	Hold	2,763	–	–	0.4%	41
2023 Q1	$659K	Buy	+2,763	New	+$665K	0.47%	42

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