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Simplicity Solutions’s Vanguard Health Care ETF VHT Stock Holding History

Simplicity Solutions’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 		$7.17M Sell
28,580
-7,354
-20% -$1.74M 0.2% 90
2023
Q3 		$8.45M Buy
35,934
+6,600
+22% +$1.61M 0.27% 73
2023
Q2 		$7.18M Sell
29,334
-5,639
-16% -$1.37M 0.2% 98
2023
Q1 		$8.34M Buy
34,973
+32,688
+1,431% +$7.87M 0.22% 90
2022
Q4 		$567K Sell
2,285
-180
-7% -$43.6K 0.08% 307
2022
Q3 		$552K Buy
2,465
+100
+4% +$23.9K 0.08% 288
2022
Q2 		$557K Buy
2,365
+100
+4% +$24.1K 0.07% 284
2022
Q1 		$576K Sell
2,265
-1,673
-42% -$413K 0.07% 283
2021
Q4 		$1.05M Buy
3,938
+1,971
+100% +$503K 0.12% 212
2021
Q3 		$486K Buy
+1,967
New +$505K 0.07% 286
2021
Q1 		– Sell
-4,722
Closed -$1.06M – 955
2020
Q4 		$1.06M Buy
4,722
+1,912
+68% +$409K 0.02% 526
2020
Q3 		$573K Sell
2,810
-14,787
-84% -$2.99M 0.01% 602
2020
Q2 		$3.39M Buy
17,597
+16,215
+1,173% +$3.04M 0.07% 223
2020
Q1 		$230K Sell
1,382
-672
-33% -$123K 0.01% 657
2019
Q4 		$394K Buy
+2,054
New +$368K 0.01% 606
2019
Q2 		– Sell
-8,130
Closed -$1.4M – 877
2019
Q1 		$1.4M Buy
8,130
+1,437
+21% +$244K 0.08% 206
2018
Q4 		$1.07M Buy
+6,693
New +$1.13M 0.14% 172
2018
Q1 		– Sell
-1,312
Closed -$202K – 405
2017
Q4 		$202K Buy
+1,312
New +$201K 0.02% 349
2015
Q2 		– Sell
-3,438
Closed -$466K – 144
2015
Q1 		$466K Buy
3,438
+1,767
+106% +$233K 0.55% 42
2014
Q4 		$210K Buy
+1,671
New +$205K 0.25% 80

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

Simplicity Solutions's VHT Position: Q4 2023 in Review

Simplicity Solutions reduced its Vanguard Health Care ETF (VHT) stake by 20% in Q4 2023, selling an estimated $1.74M and leaving 28,580 shares worth $7.17M. The position accounts for 0.2% of the portfolio, ranked #90.

Simplicity Solutions first reported a position in VHT in Q4 2014 and has held it in 20 quarters since. The position peaked at $8.45M in Q3 2023. 966 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

  • Simplicity Solutions held 28,580 shares of Vanguard Health Care ETF worth $7.17M as of Q4 2023.
  • Simplicity Solutions sold 7,354 Vanguard Health Care ETF shares in Q4 2023, an estimated $1.74M.
  • Vanguard Health Care ETF made up 0.2% of Simplicity Solutions's portfolio in Q4 2023, its #90 holding.
  • Simplicity Solutions first reported a position in Vanguard Health Care ETF in Q4 2014 and has held it in 20 quarters since.
  • Simplicity Solutions's Vanguard Health Care ETF position peaked at $8.45M in Q3 2023.
  • 966 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.