Royal Capital Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Royal Capital Wealth 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
2023 Q4	–	Sell	-1,083	Closed	-$255K	–	99
2023 Q3	$255K	Buy	1,083 +4	+0.4%	+$975	0.24%	70
2023 Q2	$264K	Hold	1,079	–	–	0.25%	73
2023 Q1	$257K	Buy	+1,079	New	+$260K	0.26%	77

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 $20.6B AUM 59.59% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Royal Capital Wealth Management's VHT Position: Q4 2023 in Review

Royal Capital Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q4 2023, closing a stake of 1,083 shares — an estimated $255K sold.

Royal Capital Wealth Management first reported a position in VHT in Q1 2023 and held it in 3 quarters. The position peaked at $264K in Q2 2023. 964 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

Royal Capital Wealth Management reported no remaining Vanguard Health Care ETF position as of Q4 2023 after selling out during the quarter.
Royal Capital Wealth Management sold 1,083 Vanguard Health Care ETF shares in Q4 2023, an estimated $255K.
Royal Capital Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2023 and held it in 3 quarters.
Royal Capital Wealth Management's Vanguard Health Care ETF position peaked at $264K in Q2 2023.
964 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on Royal Capital Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.