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Provence Wealth Management Group’s Vanguard Health Care ETF VHT Stock Holding History

Provence Wealth Management 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
2023
Q4 		$1.5K Hold
6
– – ﹤0.01% 407
2023
Q3 		$1.41K Buy
+6
New +$1.46K ﹤0.01% 416

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Provence Wealth Management Group's VHT Position: Q4 2023 in Review

Provence Wealth Management Group held its Vanguard Health Care ETF (VHT) position steady in Q4 2023 at 6 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Provence Wealth Management Group first reported a position in VHT in Q3 2023 and has held it in 2 quarters since. 964 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

  • Provence Wealth Management Group held 6 shares of Vanguard Health Care ETF worth $1.5K as of Q4 2023.
  • Provence Wealth Management Group left its Vanguard Health Care ETF share count unchanged in Q4 2023.
  • Vanguard Health Care ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #407 holding.
  • Provence Wealth Management Group first reported a position in Vanguard Health Care ETF in Q3 2023 and has held it in 2 quarters since.
  • 964 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.