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Sutton Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Sutton Wealth 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
2023
Q3 		$2.82K Hold
12
– – ﹤0.01% 674
2023
Q2 		$2.94K Hold
12
– – ﹤0.01% 644
2023
Q1 		$2.86K Buy
+12
New +$2.89K ﹤0.01% 595

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sutton Wealth Advisors's VHT Position: Q3 2023 in Review

Sutton Wealth Advisors held its Vanguard Health Care ETF (VHT) position steady in Q3 2023 at 12 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Sutton Wealth Advisors first reported a position in VHT in Q1 2023 and has held it in 3 quarters since. The position peaked at $2.94K in Q2 2023. 928 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

  • Sutton Wealth Advisors held 12 shares of Vanguard Health Care ETF worth $2.82K as of Q3 2023.
  • Sutton Wealth Advisors left its Vanguard Health Care ETF share count unchanged in Q3 2023.
  • Vanguard Health Care ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #674 holding.
  • Sutton Wealth Advisors first reported a position in Vanguard Health Care ETF in Q1 2023 and has held it in 3 quarters since.
  • Sutton Wealth Advisors's Vanguard Health Care ETF position peaked at $2.94K in Q2 2023.
  • 928 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.