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Secure Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Secure Asset 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
-1,641
Closed -$411K – 258
2023
Q4 		$411K Buy
1,641
+12
+0.7% +$2.84K 0.11% 140
2023
Q3 		$383K Buy
1,629
+347
+27% +$84.6K 0.11% 138
2023
Q2 		$314K Buy
1,282
+29
+2% +$7.05K 0.1% 144
2023
Q1 		$299K Sell
1,253
-35
-3% -$8.42K 0.1% 148
2022
Q4 		$320K Buy
1,288
+9
+0.7% +$2.18K 0.11% 142
2022
Q3 		$286K Buy
1,279
+113
+10% +$27K 0.16% 110
2022
Q2 		$275K Sell
1,166
-416
-26% -$100K 0.15% 121
2022
Q1 		$402K Buy
1,582
+423
+36% +$105K 0.18% 110
2021
Q4 		$309K Buy
1,159
+8
+0.7% +$2.04K 0.13% 144
2021
Q3 		$285K Hold
1,151
– – 0.14% 130
2021
Q2 		$285K Sell
1,151
-256
-18% -$61.2K 0.14% 136
2021
Q1 		$322K Sell
1,407
-2
-0.1% -$459 0.18% 120
2020
Q4 		$315K Buy
1,409
+78
+6% +$16.7K 0.19% 108
2020
Q3 		$272K Sell
1,331
-35
-3% -$7.08K 0.19% 112
2020
Q2 		$263K Buy
1,366
+4
+0.3% +$751 0.19% 123
2020
Q1 		$226K Buy
1,362
+69
+5% +$12.6K 0.24% 94
2019
Q4 		$248K Buy
+1,293
New +$232K 0.17% 135

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Secure Asset Management's VHT Position: Q1 2024 in Review

Secure Asset Management sold out of Vanguard Health Care ETF (VHT) in Q1 2024, closing a stake of 1,641 shares — an estimated $411K sold.

Secure Asset Management first reported a position in VHT in Q4 2019 and held it in 17 quarters. The position peaked at $411K in Q4 2023. 993 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

  • Secure Asset Management reported no remaining Vanguard Health Care ETF position as of Q1 2024 after selling out during the quarter.
  • Secure Asset Management sold 1,641 Vanguard Health Care ETF shares in Q1 2024, an estimated $411K.
  • Secure Asset Management first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 17 quarters.
  • Secure Asset Management's Vanguard Health Care ETF position peaked at $411K in Q4 2023.
  • 993 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on Secure Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.