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

Stockman 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
2023 Q4	–	Sell	-1,092	Closed	-$257K	–	185
2023 Q3	$257K	Hold	1,092	–	–	0.06%	152
2023 Q2	$267K	Sell	1,092 -150	-12%	-$36.5K	0.06%	158
2023 Q1	$296K	Buy	1,242 +200	+19%	+$48.1K	0.07%	158
2022 Q4	$258K	Hold	1,042	–	–	0.06%	170
2022 Q3	$233K	Hold	1,042	–	–	0.06%	163
2022 Q2	$245K	Hold	1,042	–	–	0.06%	166
2022 Q1	$265K	Hold	1,042	–	–	0.06%	167
2021 Q4	$278K	Hold	1,042	–	–	0.06%	168
2021 Q3	$258K	Hold	1,042	–	–	0.06%	173
2021 Q2	$258K	Hold	1,042	–	–	0.06%	167
2021 Q1	$238K	Hold	1,042	–	–	0.07%	164
2020 Q4	$233K	Hold	1,042	–	–	0.07%	156
2020 Q3	$213K	Hold	1,042	–	–	0.08%	149
2020 Q2	$201K	Buy	+1,042	New	+$196K	0.08%	150

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

Stockman Wealth Management's VHT Position: Q4 2023 in Review

Stockman Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q4 2023, closing a stake of 1,092 shares — an estimated $257K sold.

Stockman Wealth Management first reported a position in VHT in Q2 2020 and held it in 14 quarters. The position peaked at $296K in Q1 2023. 965 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

Stockman Wealth Management reported no remaining Vanguard Health Care ETF position as of Q4 2023 after selling out during the quarter.
Stockman Wealth Management sold 1,092 Vanguard Health Care ETF shares in Q4 2023, an estimated $257K.
Stockman Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2020 and held it in 14 quarters.
Stockman Wealth Management's Vanguard Health Care ETF position peaked at $296K in Q1 2023.
965 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on Stockman Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.