Silver Oak Securities’s Vanguard Health Care ETF VHT Stock Holding History

Silver Oak Securities’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	-1,059	Closed	-$266K	–	547
2023 Q4	$266K	Buy	1,059 +37	+4%	+$8.76K	0.04%	402
2023 Q3	$240K	Buy	+1,022	New	+$249K	0.05%	262
2022 Q4	–	Sell	-1,022	Closed	-$240K	–	484
2022 Q3	$240K	Buy	+1,022	New	+$244K	0.05%	262

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Silver Oak Securities's VHT Position: Q1 2024 in Review

Silver Oak Securities sold out of Vanguard Health Care ETF (VHT) in Q1 2024, closing a stake of 1,059 shares — an estimated $266K sold.

Silver Oak Securities first reported a position in VHT in Q3 2022 and held it in 3 quarters. The position peaked at $266K in Q4 2023. 993 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

Silver Oak Securities reported no remaining Vanguard Health Care ETF position as of Q1 2024 after selling out during the quarter.
Silver Oak Securities sold 1,059 Vanguard Health Care ETF shares in Q1 2024, an estimated $266K.
Silver Oak Securities first reported a position in Vanguard Health Care ETF in Q3 2022 and held it in 3 quarters.
Silver Oak Securities's Vanguard Health Care ETF position peaked at $266K in Q4 2023.
993 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on Silver Oak Securities's 13F filing for Q1 2024, filed 10 May 2024.