SIG
VHT icon

Sargent Investment Group’s Vanguard Health Care ETF VHT Stock Holding History

Sargent Investment Group’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
-915
Closed -$229K – 218
2023
Q4 		$229K Hold
915
– – 0.05% 186
2023
Q3 		$215K Sell
915
-150
-14% -$36.6K 0.05% 182
2023
Q2 		$261K Buy
+1,065
New +$259K 0.06% 167
2023
Q1 		– Sell
-1,065
Closed -$264K – 208
2022
Q4 		$264K Hold
1,065
– – 0.08% 154
2022
Q3 		$246K Hold
1,065
– – 0.08% 151
2022
Q2 		$251K Buy
+1,065
New +$257K 0.08% 152

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