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Personal CFO Solutions’s Vanguard Health Care ETF VHT Stock Holding History

Personal CFO Solutions’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
-3,941
Closed -$1.11M – 606
2024
Q3 		$1.11M Buy
3,941
+1,499
+61% +$416K 0.16% 127
2024
Q2 		$649K Sell
2,442
-501
-17% -$131K 0.1% 196
2024
Q1 		$796K Buy
2,943
+247
+9% +$64.9K 0.12% 166
2023
Q4 		$676K Buy
+2,696
New +$639K 0.12% 177

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
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
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Personal CFO Solutions's VHT Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 3,941 shares — an estimated $1.11M sold.

Personal CFO Solutions first reported a position in VHT in Q4 2023 and held it in 4 quarters. The position peaked at $1.11M in Q3 2024. 1,058 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 3,941 Vanguard Health Care ETF shares in Q4 2024, an estimated $1.11M.
  • Personal CFO Solutions first reported a position in Vanguard Health Care ETF in Q4 2023 and held it in 4 quarters.
  • Personal CFO Solutions's Vanguard Health Care ETF position peaked at $1.11M in Q3 2024.
  • 1,058 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.