RE Dickinson Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

RE Dickinson Investment Advisors’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	–	Sell	-61	Closed	-$14K	–	285
2023 Q3	$14K	Hold	61	–	–	0.01%	157
2023 Q2	$15K	Hold	61	–	–	0.01%	238
2023 Q1	$15K	Hold	61	–	–	0.01%	242
2022 Q4	$15K	Hold	61	–	–	0.01%	231
2022 Q3	$14K	Buy	61 +29	+91%	+$6.92K	0.01%	137
2022 Q2	$8K	Hold	32	–	–	﹤0.01%	173
2022 Q1	$8K	Buy	32 +12	+60%	+$2.96K	0.01%	192
2021 Q4	$5K	Buy	+20	New	+$5.1K	﹤0.01%	218

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RE Dickinson Investment Advisors's VHT Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Vanguard Health Care ETF (VHT) in Q4 2023, closing a stake of 61 shares — an estimated $14K sold.

RE Dickinson Investment Advisors first reported a position in VHT in Q4 2021 and held it in 8 quarters. The position peaked at $15K in Q2 2023. 965 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

RE Dickinson Investment Advisors reported no remaining Vanguard Health Care ETF position as of Q4 2023 after selling out during the quarter.
RE Dickinson Investment Advisors sold 61 Vanguard Health Care ETF shares in Q4 2023, an estimated $14K.
RE Dickinson Investment Advisors first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 8 quarters.
RE Dickinson Investment Advisors's Vanguard Health Care ETF position peaked at $15K in Q2 2023.
965 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.