Sierra Capital’s Vanguard Health Care ETF VHT Stock Holding History

Sierra Capital’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	-5,584	Closed	-$1.31M	–	186
2023 Q3	$1.31M	Buy	5,584 +7	+0.1%	+$1.71K	0.21%	96
2023 Q2	$1.36M	Hold	5,577	–	–	0.22%	93
2023 Q1	$1.33M	Buy	5,577 +6	+0.1%	+$1.44K	0.22%	92
2022 Q4	$1.38M	Buy	5,571 +15	+0.3%	+$3.64K	0.24%	81
2022 Q3	$1.24M	Hold	5,556	–	–	0.23%	86
2022 Q2	$1.31M	Buy	5,556 +6	+0.1%	+$1.45K	0.24%	84
2022 Q1	$1.41M	Buy	5,550 +6	+0.1%	+$1.48K	0.22%	94
2021 Q4	$1.48M	Buy	5,544 +6	+0.1%	+$1.53K	0.22%	95
2021 Q3	$1.43M	Sell	5,538 -1,994	-26%	-$511K	0.24%	96
2021 Q2	$1.86M	Buy	7,532 +11	+0.1%	+$2.63K	0.35%	74
2021 Q1	$1.72M	Buy	+7,521	New	+$1.72M	0.32%	78

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sierra Capital's VHT Position: Q4 2023 in Review

Sierra Capital sold out of Vanguard Health Care ETF (VHT) in Q4 2023, closing a stake of 5,584 shares — an estimated $1.31M sold.

Sierra Capital first reported a position in VHT in Q1 2021 and held it in 11 quarters. The position peaked at $1.86M in Q2 2021. 965 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

Sierra Capital reported no remaining Vanguard Health Care ETF position as of Q4 2023 after selling out during the quarter.
Sierra Capital sold 5,584 Vanguard Health Care ETF shares in Q4 2023, an estimated $1.31M.
Sierra Capital first reported a position in Vanguard Health Care ETF in Q1 2021 and held it in 11 quarters.
Sierra Capital's Vanguard Health Care ETF position peaked at $1.86M in Q2 2021.
965 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on Sierra Capital's 13F filing for Q4 2023, filed 30 Jan 2024.