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

Regal 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
Q2 		– Sell
-1,113
Closed -$265K – 548
2023
Q1 		$265K Buy
1,113
+2
+0.2% +$481 0.02% 424
2022
Q4 		$276K Buy
1,111
+4
+0.4% +$970 0.03% 395
2022
Q3 		$248K Buy
1,107
+53
+5% +$12.7K 0.03% 401
2022
Q2 		$248K Sell
1,054
-14
-1% -$3.37K 0.03% 413
2022
Q1 		$272K Sell
1,068
-21
-2% -$5.19K 0.03% 440
2021
Q4 		$290K Sell
1,089
-10
-0.9% -$2.55K 0.03% 435
2021
Q3 		$272K Sell
1,099
-20
-2% -$5.13K 0.03% 443
2021
Q2 		$277K Buy
+1,119
New +$267K 0.03% 436
2021
Q1 		– Sell
-911
Closed -$204K – 413
2020
Q4 		$204K Buy
+911
New +$195K 0.02% 448
2018
Q4 		– Sell
-1,140
Closed -$206K – 371
2018
Q3 		$206K Buy
+1,140
New +$196K 0.04% 296
2016
Q4 		– Sell
-1,764
Closed -$234K – 271
2016
Q3 		$234K Sell
1,764
-183
-9% -$24.7K 0.07% 236
2016
Q2 		$254K Sell
1,947
-354
-15% -$45.4K 0.07% 218
2016
Q1 		$284K Sell
2,301
-90
-4% -$10.9K 0.08% 205
2015
Q4 		$317K Sell
2,391
-51
-2% -$6.64K 0.08% 195
2015
Q3 		$299K Buy
2,442
+1,820
+293% +$250K 0.08% 192
2015
Q2 		$87K Buy
622
+148
+31% +$20.5K 0.02% 355
2015
Q1 		$64K Buy
474
+269
+131% +$35.4K 0.02% 397
2014
Q4 		$26K Buy
205
+2
+1% +$246 0.01% 492
2014
Q3 		$24K Buy
203
+3
+2% +$344 0.01% 527
2014
Q2 		$22K Hold
200
– – 0.01% 530
2014
Q1 		$21K Hold
200
– – 0.01% 503
2013
Q4 		$20K Hold
200
– – 0.01% 453
2013
Q3 		$19K Hold
200
– – 0.01% 484
2013
Q2 		$17K Buy
+200
New +$17.3K 0.01% 494

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Regal Investment Advisors's VHT Position: Q2 2023 in Review

Regal Investment Advisors sold out of Vanguard Health Care ETF (VHT) in Q2 2023, closing a stake of 1,113 shares — an estimated $265K sold.

Regal Investment Advisors first reported a position in VHT in Q2 2013 and held it in 24 quarters. The position peaked at $317K in Q4 2015. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

  • Regal Investment Advisors reported no remaining Vanguard Health Care ETF position as of Q2 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 1,113 Vanguard Health Care ETF shares in Q2 2023, an estimated $265K.
  • Regal Investment Advisors first reported a position in Vanguard Health Care ETF in Q2 2013 and held it in 24 quarters.
  • Regal Investment Advisors's Vanguard Health Care ETF position peaked at $317K in Q4 2015.
  • 923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.