Total Clarity Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Total Clarity Wealth 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
2024 Q4	–	Sell	-783	Closed	-$221K	–	296
2024 Q3	$221K	Sell	783 -21	-3%	-$5.83K	0.07%	230
2024 Q2	$214K	Buy	+804	New	+$211K	0.07%	229
2022 Q3	–	Sell	-210	Closed	-$50K	–	952
2022 Q2	$50K	Buy	+210	New	+$50.6K	0.03%	411
2022 Q1	–	Sell	-15	Closed	-$4K	–	890
2021 Q4	$4K	Buy	+15	New	+$3.83K	﹤0.01%	854

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Total Clarity Wealth Management's VHT Position: Q4 2024 in Review

Total Clarity Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 783 shares — an estimated $221K sold.

Total Clarity Wealth Management first reported a position in VHT in Q4 2021 and held it in 4 quarters. The position peaked at $221K in Q3 2024. 1,058 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Total Clarity Wealth Management reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 783 Vanguard Health Care ETF shares in Q4 2024, an estimated $221K.
Total Clarity Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 4 quarters.
Total Clarity Wealth Management's Vanguard Health Care ETF position peaked at $221K in Q3 2024.
1,058 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Total Clarity Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.