TAP Consulting’s Vanguard Health Care ETF VHT Stock Holding History

TAP Consulting’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	$6.11M	Sell	24,080 -118	-0.5%	-$31.8K	1.25%	19
2024 Q3	$6.83M	Buy	24,198 +1,130	+5%	+$314K	1.34%	18
2024 Q2	$6.14M	Buy	23,068 +1,856	+9%	+$487K	1.29%	16
2024 Q1	$5.74M	Buy	21,212 +2,176	+11%	+$572K	1.26%	16
2023 Q4	$4.77M	Sell	19,036 -7,876	-29%	-$1.87M	1.14%	23
2023 Q3	$6.33M	Buy	26,912 +5,480	+26%	+$1.34M	1.63%	11
2023 Q2	$5.25M	Sell	21,432 -1,431	-6%	-$348K	1.29%	16
2023 Q1	$5.45M	Buy	22,863 +20,089	+724%	+$4.83M	1.33%	18
2022 Q4	$688K	Sell	2,774 -328	-11%	-$79.5K	0.18%	88
2022 Q3	$694K	Sell	3,102 -987	-24%	-$236K	0.19%	82
2022 Q2	$963K	Sell	4,089 -26,391	-87%	-$6.36M	0.27%	71
2022 Q1	$7.75M	Buy	30,480 +671	+2%	+$166K	2.03%	16
2021 Q4	$7.94M	Buy	29,809 +26,065	+696%	+$6.65M	1.81%	15
2021 Q3	$925K	Buy	3,744 +303	+9%	+$77.7K	0.25%	82
2021 Q2	$850K	Sell	3,441 -883	-20%	-$211K	0.24%	82
2021 Q1	$989K	Sell	4,324 -7,198	-62%	-$1.65M	0.31%	73
2020 Q4	$2.58M	Sell	11,522 -29,620	-72%	-$6.33M	0.93%	35
2020 Q3	$8.39M	Buy	41,142 +6,332	+18%	+$1.28M	3.3%	5
2020 Q2	$6.71M	Buy	34,810 +7,251	+26%	+$1.36M	3.3%	3
2020 Q1	$4.58M	Buy	+27,559	New	+$5.03M	3.08%	3

Other funds holding VHT

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return