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Safeguard Financial’s Vanguard Health Care ETF VHT Stock Holding History

Safeguard Financial’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
-230
Closed -$56K – 533
2023
Q2 		$56K Buy
+230
New +$56K 0.03% 146

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Safeguard Financial's VHT Position: Q3 2023 in Review

Safeguard Financial sold out of Vanguard Health Care ETF (VHT) in Q3 2023, closing a stake of 230 shares — an estimated $56K sold.

Safeguard Financial first reported a position in VHT in Q2 2023 and held it in 1 quarter. The position peaked at $56K in Q2 2023. 928 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

  • Safeguard Financial reported no remaining Vanguard Health Care ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 230 Vanguard Health Care ETF shares in Q3 2023, an estimated $56K.
  • Safeguard Financial first reported a position in Vanguard Health Care ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Vanguard Health Care ETF position peaked at $56K in Q2 2023.
  • 928 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.