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Peterson Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Peterson Financial 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
Q3 		$14.5K Buy
+51
New +$14.2K 0.06% 170

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Peterson Financial Group's VHT Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard Health Care ETF (VHT) in Q3 2024: 51 shares worth $14.5K. The stake represents 0.06% of the portfolio and ranks #170 among its holdings.

1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

  • Peterson Financial Group held 51 shares of Vanguard Health Care ETF worth $14.5K as of Q3 2024.
  • Vanguard Health Care ETF was a new Peterson Financial Group position in Q3 2024.
  • Vanguard Health Care ETF made up 0.06% of Peterson Financial Group's portfolio in Q3 2024, its #170 holding.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.