PPS&V Asset Management Consultants’s Vanguard Health Care ETF VHT Stock Holding History

PPS&V Asset Management Consultants’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	-1,266	Closed	-$321K	–	40
2024 Q4	$321K	Sell	1,266 -439	-26%	-$118K	0.22%	32
2024 Q3	$481K	Hold	1,705	–	–	0.33%	24
2024 Q2	$453K	Hold	1,705	–	–	0.32%	24
2024 Q1	$461K	Sell	1,705 -105	-6%	-$27.6K	0.34%	24
2023 Q4	$454K	Sell	1,810 -989	-35%	-$234K	0.35%	27
2023 Q3	$658K	Sell	2,799 -92	-3%	-$22.4K	0.57%	19
2023 Q2	$728K	Buy	2,891 +65	+2%	+$15.8K	0.59%	17
2023 Q1	$674K	Buy	2,826 +3	+0.1%	+$722	0.58%	17
2022 Q4	$700K	Buy	+2,823	New	+$684K	0.67%	16

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PPS&V Asset Management Consultants's VHT Position: Q1 2025 in Review

PPS&V Asset Management Consultants sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 1,266 shares — an estimated $321K sold.

PPS&V Asset Management Consultants first reported a position in VHT in Q4 2022 and held it in 9 quarters. The position peaked at $728K in Q2 2023. 1,056 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

PPS&V Asset Management Consultants reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
PPS&V Asset Management Consultants sold 1,266 Vanguard Health Care ETF shares in Q1 2025, an estimated $321K.
PPS&V Asset Management Consultants first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 9 quarters.
PPS&V Asset Management Consultants's Vanguard Health Care ETF position peaked at $728K in Q2 2023.
1,056 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on PPS&V Asset Management Consultants's 13F filing for Q1 2025, filed 16 Apr 2025.