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Synergy Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-30
Closed -$8.47K – 825
2024
Q4 		$8.47K Buy
+30
New +$8.08K ﹤0.01% 498

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Synergy Asset Management's VHT Position: Q1 2025 in Review

Synergy Asset Management sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 30 shares — an estimated $8.47K sold.

Synergy Asset Management first reported a position in VHT in Q4 2024 and held it in 1 quarter. The position peaked at $8.47K in Q4 2024. 1,060 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

  • Synergy Asset Management reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 30 Vanguard Health Care ETF shares in Q1 2025, an estimated $8.47K.
  • Synergy Asset Management first reported a position in Vanguard Health Care ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Vanguard Health Care ETF position peaked at $8.47K in Q4 2024.
  • 1,060 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.