Riverstone Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Riverstone 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
2023 Q3	–	Sell	-868	Closed	-$213K	–	53
2023 Q2	$213K	Hold	868	–	–	0.13%	48
2023 Q1	$207K	Hold	868	–	–	0.13%	49
2022 Q4	$215K	Buy	+868	New	+$210K	0.15%	42
2022 Q3	–	Sell	-868	Closed	-$204K	–	49
2022 Q2	$204K	Hold	868	–	–	0.13%	48
2022 Q1	$221K	Hold	868	–	–	0.11%	43
2021 Q4	$231K	Buy	+868	New	+$221K	0.1%	40
2021 Q2	–	Sell	-1,553	Closed	-$355K	–	41
2021 Q1	$355K	Hold	1,553	–	–	0.19%	30
2020 Q4	$347K	Hold	1,553	–	–	0.19%	30
2020 Q3	$317K	Hold	1,553	–	–	0.21%	30
2020 Q2	$299K	Buy	+1,553	New	+$291K	0.22%	31

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Riverstone Advisors's VHT Position: Q3 2023 in Review

Riverstone Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2023, closing a stake of 868 shares — an estimated $213K sold.

Riverstone Advisors first reported a position in VHT in Q2 2020 and held it in 10 quarters. The position peaked at $355K in Q1 2021. 928 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

Riverstone Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2023 after selling out during the quarter.
Riverstone Advisors sold 868 Vanguard Health Care ETF shares in Q3 2023, an estimated $213K.
Riverstone Advisors first reported a position in Vanguard Health Care ETF in Q2 2020 and held it in 10 quarters.
Riverstone Advisors's Vanguard Health Care ETF position peaked at $355K in Q1 2021.
928 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

Based on Riverstone Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.