Pinnacle Bancorp’s Vanguard Health Care ETF VHT Stock Holding History

Pinnacle Bancorp’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 Q2	–	Sell	-865	Closed	-$229K	–	945
2025 Q1	$229K	Sell	865 -1	-0.1%	-$266	0.07%	203
2024 Q4	$220K	Buy	866 +157	+22%	+$42.3K	0.07%	210
2024 Q3	$200K	Sell	709 -119	-14%	-$33.1K	0.05%	217
2024 Q2	$220K	Buy	+828	New	+$217K	0.07%	192
2021 Q3	–	Sell	-110	Closed	-$27K	–	763
2021 Q2	$27K	Hold	110	–	–	0.01%	445
2021 Q1	$25K	Hold	110	–	–	0.01%	455
2020 Q4	$25K	Hold	110	–	–	0.02%	439
2020 Q3	$22K	Hold	110	–	–	0.02%	435
2020 Q2	$21K	Hold	110	–	–	0.02%	420
2020 Q1	$18K	Hold	110	–	–	0.02%	408
2019 Q4	$21K	Hold	110	–	–	0.01%	432
2019 Q3	$18K	Hold	110	–	–	0.01%	469
2019 Q2	$19K	Hold	110	–	–	0.01%	455
2019 Q1	$19K	Hold	110	–	–	0.01%	437
2018 Q4	$18K	Buy	+110	New	+$18.6K	0.01%	437
2017 Q1	$15K	Buy	+110	New	+$14.8K	0.01%	450

Other funds holding VHT

Bank of America

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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return