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

Selective 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
2024
Q4 		– Sell
-965
Closed -$268K – 112
2024
Q3 		$268K Sell
965
-9
-0.9% -$2.5K 0.11% 90
2024
Q2 		$258K Buy
974
+1
+0.1% +$262 0.11% 89
2024
Q1 		$253K Sell
973
-126
-11% -$33.1K 0.11% 91
2023
Q4 		$280K Buy
1,099
+38
+4% +$9K 0.14% 69
2023
Q3 		$247K Sell
1,061
-17
-2% -$4.14K 0.14% 70
2023
Q2 		$259K Buy
+1,078
New +$262K 0.13% 87
2022
Q4 		$271K Buy
1,099
+80
+8% +$19.4K 0.14% 93
2022
Q3 		$228K Hold
1,019
– – 0.1% 109
2022
Q2 		$240K Sell
1,019
-63
-6% -$15.2K 0.09% 124
2022
Q1 		$275K Sell
1,082
-63
-6% -$15.6K 0.1% 103
2021
Q4 		$305K Sell
1,145
-9
-0.8% -$2.29K 0.12% 84
2021
Q3 		$285K Buy
1,154
+185
+19% +$47.5K 0.15% 75
2021
Q2 		$239K Sell
969
-92
-9% -$22K 0.19% 62
2021
Q1 		$243K Buy
1,061
+43
+4% +$9.86K 0.22% 51
2020
Q4 		$228K Buy
1,018
+4
+0.4% +$855 0.15% 53
2020
Q3 		$207K Sell
1,014
-12
-1% -$2.43K 0.16% 47
2020
Q2 		$198K Buy
1,026
+4
+0.4% +$751 0.16% 46
2020
Q1 		$169K Sell
1,022
-70
-6% -$12.8K 0.26% 25
2019
Q4 		$209K Sell
1,092
-177
-14% -$31.7K 0.25% 26
2019
Q3 		$212K Sell
1,269
-1,023
-45% -$175K 0.29% 29
2019
Q2 		$399K Buy
+2,292
New +$387K 0.65% 20

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Selective Wealth Management's VHT Position: Q4 2024 in Review

Selective Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 965 shares — an estimated $268K sold.

Selective Wealth Management first reported a position in VHT in Q2 2019 and held it in 21 quarters. The position peaked at $399K in Q2 2019. 1,057 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • Selective Wealth Management reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • Selective Wealth Management sold 965 Vanguard Health Care ETF shares in Q4 2024, an estimated $268K.
  • Selective Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2019 and held it in 21 quarters.
  • Selective Wealth Management's Vanguard Health Care ETF position peaked at $399K in Q2 2019.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Selective Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.