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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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Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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.