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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TAP Consulting's VHT Position: Q4 2024 in Review

TAP Consulting reduced its Vanguard Health Care ETF (VHT) stake by 0.49% in Q4 2024, selling an estimated $31.8K and leaving 24,080 shares worth $6.11M. The position accounts for 1.25% of the portfolio, ranked #19.

TAP Consulting first reported a position in VHT in Q1 2020 and has held it in 20 quarters since. The position peaked at $8.39M in Q3 2020. 1,057 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

  • TAP Consulting held 24,080 shares of Vanguard Health Care ETF worth $6.11M as of Q4 2024.
  • TAP Consulting sold 118 Vanguard Health Care ETF shares in Q4 2024, an estimated $31.8K.
  • Vanguard Health Care ETF made up 1.25% of TAP Consulting's portfolio in Q4 2024, its #19 holding.
  • TAP Consulting first reported a position in Vanguard Health Care ETF in Q1 2020 and has held it in 20 quarters since.
  • TAP Consulting's Vanguard Health Care ETF position peaked at $8.39M in Q3 2020.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.