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Revolve Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Revolve Wealth Partners’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
-964
Closed -$227K – 169
2023
Q3 		$227K Buy
+964
New +$235K 0.05% 135

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Everett Harris & Co
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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Revolve Wealth Partners's VHT Position: Q4 2023 in Review

Revolve Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q4 2023, closing a stake of 964 shares — an estimated $227K sold.

Revolve Wealth Partners first reported a position in VHT in Q3 2023 and held it in 1 quarter. The position peaked at $227K in Q3 2023. 965 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

  • Revolve Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q4 2023 after selling out during the quarter.
  • Revolve Wealth Partners sold 964 Vanguard Health Care ETF shares in Q4 2023, an estimated $227K.
  • Revolve Wealth Partners first reported a position in Vanguard Health Care ETF in Q3 2023 and held it in 1 quarter.
  • Revolve Wealth Partners's Vanguard Health Care ETF position peaked at $227K in Q3 2023.
  • 965 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on Revolve Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.