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 $1.89T 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

PCA Investment Advisory Services's VHT Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 2,735 shares — an estimated $694K sold.

PCA Investment Advisory Services first reported a position in VHT in Q1 2023 and held it in 8 quarters. The position peaked at $882K in Q3 2024. 1,060 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

PCA Investment Advisory Services reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 2,735 Vanguard Health Care ETF shares in Q1 2025, an estimated $694K.
PCA Investment Advisory Services first reported a position in Vanguard Health Care ETF in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's Vanguard Health Care ETF position peaked at $882K in Q3 2024.
1,060 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.