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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Regent Peak Wealth Advisors's VHT Position: Q4 2024 in Review

Regent Peak Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 752 shares — an estimated $212K sold.

Regent Peak Wealth Advisors first reported a position in VHT in Q4 2020 and held it in 8 quarters. The position peaked at $217K in Q4 2022. 1,058 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Regent Peak Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
Regent Peak Wealth Advisors sold 752 Vanguard Health Care ETF shares in Q4 2024, an estimated $212K.
Regent Peak Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 8 quarters.
Regent Peak Wealth Advisors's Vanguard Health Care ETF position peaked at $217K in Q4 2022.
1,058 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.