Retirement Group’s Vanguard Health Care ETF VHT Stock Holding History

Retirement 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
2024 Q1	$54.1K	Hold	200	–	–	0.02%	226
2023 Q4	$50.1K	Hold	200	–	–	0.02%	221
2023 Q3	$47K	Sell	200 -19	-9%	-$4.63K	0.02%	212
2023 Q2	$53.6K	Buy	219 +19	+10%	+$4.62K	0.02%	191
2023 Q1	$48K	Hold	200	–	–	0.02%	201
2022 Q4	$50K	Buy	+200	New	+$48.5K	0.02%	182
2022 Q3	–	Sell	-200	Closed	-$47K	–	801
2022 Q2	$47K	Hold	200	–	–	0.02%	221
2022 Q1	$51K	Hold	200	–	–	0.02%	230
2021 Q4	$53K	Hold	200	–	–	0.02%	224
2021 Q3	$49K	Hold	200	–	–	0.02%	229
2021 Q2	$49K	Hold	200	–	–	0.02%	241
2021 Q1	$46K	Hold	200	–	–	0.02%	290
2020 Q4	$44K	Sell	200 -5	-2%	-$1.07K	0.02%	274
2020 Q3	$42K	Buy	205 +200	+4,000%	+$40.5K	0.02%	269
2020 Q2	$1K	Buy	+5	New	+$938	﹤0.01%	622

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Retirement Group's VHT Position: Q1 2024 in Review

Retirement Group held its Vanguard Health Care ETF (VHT) position steady in Q1 2024 at 200 shares worth $54.1K. The position accounts for 0.02% of the portfolio, ranked #226.

Retirement Group first reported a position in VHT in Q2 2020 and has held it in 15 quarters since. 991 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

Retirement Group held 200 shares of Vanguard Health Care ETF worth $54.1K as of Q1 2024.
Retirement Group left its Vanguard Health Care ETF share count unchanged in Q1 2024.
Vanguard Health Care ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #226 holding.
Retirement Group first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 15 quarters since.
991 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.