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Regent Peak Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Regent Peak Wealth 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
2024
Q4 		– Sell
-752
Closed -$212K – 197
2024
Q3 		$212K Sell
752
-9
-1% -$2.5K 0.05% 165
2024
Q2 		$202K Hold
761
– – 0.05% 163
2024
Q1 		$206K Buy
+761
New +$200K 0.05% 161
2023
Q4 		– Sell
-874
Closed -$206K – 175
2023
Q3 		$206K Hold
874
– – 0.06% 142
2023
Q2 		$214K Hold
874
– – 0.06% 142
2023
Q1 		$208K Hold
874
– – 0.06% 147
2022
Q4 		$217K Buy
+874
New +$212K 0.07% 147
2021
Q1 		– Sell
-293
Closed -$66K – 960
2020
Q4 		$66K Buy
+293
New +$62.6K 0.02% 268

Other funds holding VHT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $501B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return