RIM
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Rockbridge Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Rockbridge Investment Management’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 		– Sell
-340
Closed -$85.4K – 608
2023
Q4 		$85.4K Buy
+340
New +$80.5K 0.01% 187
2022
Q3 		– Sell
-221
Closed -$52.2K – 575
2022
Q2 		$52.2K Sell
221
-83
-27% -$20K 0.01% 213
2022
Q1 		$78.5K Hold
304
– – 0.01% 243
2021
Q4 		$81K Sell
304
-125
-29% -$31.9K 0.01% 283
2021
Q3 		$106K Sell
429
-52
-11% -$13.3K 0.02% 225
2021
Q2 		$119K Hold
481
– – 0.02% 208
2021
Q1 		$110K Sell
481
-2
-0.4% -$459 0.02% 200
2020
Q4 		$108K Hold
483
– – 0.02% 193
2020
Q3 		$99K Hold
483
– – 0.02% 190
2020
Q2 		$93K Buy
+483
New +$90.6K 0.02% 177

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Wells Fargo San Francisco, California $501B 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return