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Strategic Point Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Strategic Point Investment Advisors’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
-56,240
Closed -$15.9M – 36
2024
Q3 		$15.9M Sell
56,240
-32
-0.1% -$8.89K 2.62% 16
2024
Q2 		$15M Sell
56,272
-176
-0.3% -$46.1K 2.68% 15
2024
Q1 		$15.3M Buy
56,448
+371
+0.7% +$97.5K 2.77% 15
2023
Q4 		$14.1M Sell
56,077
-522
-0.9% -$124K 2.72% 14
2023
Q3 		$13.3M Buy
56,599
+636
+1% +$155K 2.84% 15
2023
Q2 		$13.7M Sell
55,963
-826
-1% -$201K 2.81% 15
2023
Q1 		$13.5M Sell
56,789
-300
-0.5% -$72.2K 3.01% 14
2022
Q4 		$14.2M Sell
57,089
-647
-1% -$157K 3.41% 11
2022
Q3 		$12.9M Sell
57,736
-235
-0.4% -$56.1K 3.61% 10
2022
Q2 		$13.7M Buy
57,971
+384
+0.7% +$92.6K 3.79% 10
2022
Q1 		$14.6M Sell
57,587
-514
-0.9% -$127K 3.35% 12
2021
Q4 		$15.5M Buy
58,101
+855
+1% +$218K 3.49% 13
2021
Q3 		$14.1M Sell
57,246
-148
-0.3% -$38K 3.47% 13
2021
Q2 		$14.2M Buy
57,394
+339
+0.6% +$81K 3.45% 13
2021
Q1 		$13.1M Sell
57,055
-314
-0.5% -$72K 3.46% 13
2020
Q4 		$13.2M Sell
57,369
-1,693
-3% -$362K 3.66% 12
2020
Q3 		$12M Sell
59,062
-584
-1% -$118K 3.83% 11
2020
Q2 		$12.2M Sell
59,646
-53
-0.1% -$9.95K 3.99% 11
2020
Q1 		$9.91M Sell
59,699
-2,182
-4% -$399K 4.25% 8
2019
Q4 		$11.9M Sell
61,881
-1,165
-2% -$209K 4.33% 9
2019
Q3 		$10.6M Sell
63,046
-588
-0.9% -$101K 4.14% 11
2019
Q2 		$11.1M Sell
63,634
-2,756
-4% -$465K 4.69% 9
2019
Q1 		$11.5M Sell
66,390
-5,540
-8% -$939K 5.14% 7
2018
Q4 		$11.6M Sell
71,930
-790
-1% -$134K 5.47% 7
2018
Q3 		$13.1K Buy
72,720
+644
+0.9% +$111K 0.32% 9
2018
Q2 		$11.5M Buy
72,076
+351
+0.5% +$55.2K 4.5% 10
2018
Q1 		$11M Sell
71,725
-960
-1% -$153K 4.52% 9
2017
Q4 		$11.2M Sell
72,685
-4,973
-6% -$763K 4.39% 10
2017
Q3 		$11.8M Buy
77,658
+422
+0.5% +$63K 4.4% 8
2017
Q2 		$11.4M Sell
77,236
-27,837
-26% -$3.93M 4.44% 8
2017
Q1 		$14.5K Sell
105,073
-53,772
-34% -$7.24M 0.11% 6
2016
Q4 		$20.1M Sell
158,845
-1,012
-0.6% -$129K 8.25% 5
2016
Q3 		$21.1M Sell
159,857
-1,829
-1% -$246K 9.21% 5
2016
Q2 		$21.1M Sell
161,686
-110
-0.1% -$14.1K 9.42% 5
2016
Q1 		$19.9M Buy
161,796
+3,345
+2% +$407K 8.96% 7
2015
Q4 		$21.1M Sell
158,451
-1,440
-0.9% -$188K 9.03% 4
2015
Q3 		$19.6M Sell
159,891
-414
-0.3% -$56.8K 9.09% 4
2015
Q2 		$22.4M Sell
160,305
-4,090
-2% -$565K 4.44% 4
2015
Q1 		$22.3M Buy
164,395
+245
+0.1% +$32.3K 8.41% 6
2014
Q4 		$20.6M Buy
164,150
+4,610
+3% +$566K 8.82% 6
2014
Q3 		$18.7M Buy
159,540
+95,750
+150% +$11M 8.29% 7
2014
Q2 		$7.12M Sell
63,790
-30
-0% -$3.21K 3.2% 9
2014
Q1 		$6.82M Buy
+63,820
New +$6.75M 3.37% 8

Other funds holding VHT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Point Investment Advisors's VHT Position: Q4 2024 in Review

Strategic Point Investment Advisors sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 56,240 shares — an estimated $15.9M sold.

Strategic Point Investment Advisors first reported a position in VHT in Q1 2014 and held it in 43 quarters. The position peaked at $22.4M in Q2 2015. 1,055 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • Strategic Point Investment Advisors reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 56,240 Vanguard Health Care ETF shares in Q4 2024, an estimated $15.9M.
  • Strategic Point Investment Advisors first reported a position in Vanguard Health Care ETF in Q1 2014 and held it in 43 quarters.
  • Strategic Point Investment Advisors's Vanguard Health Care ETF position peaked at $22.4M in Q2 2015.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Strategic Point Investment Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.