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

Tradition 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 Q1	–	Sell	-531	Closed	-$133K	–	1163
2023 Q4	$133K	Sell	531 -21	-4%	-$4.97K	0.01%	396
2023 Q3	$130K	Hold	552	–	–	0.02%	377
2023 Q2	$135K	Sell	552 -200	-27%	-$48.7K	0.02%	392
2023 Q1	$179K	Buy	752 +22	+3%	+$5.29K	0.02%	319
2022 Q4	$181K	Hold	730	–	–	0.03%	276
2022 Q3	$163K	Hold	730	–	–	0.02%	285
2022 Q2	$172K	Sell	730 -50	-6%	-$12.1K	0.03%	283
2022 Q1	$198K	Hold	780	–	–	0.03%	293
2021 Q4	$208K	Hold	780	–	–	0.03%	299
2021 Q3	$193K	Hold	780	–	–	0.03%	281
2021 Q2	$193K	Hold	780	–	–	0.03%	287
2021 Q1	$178K	Sell	780 -100	-11%	-$22.9K	0.03%	261
2020 Q4	$197K	Buy	+880	New	+$188K	0.04%	236

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Tradition Wealth Management's VHT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2024, closing a stake of 531 shares — an estimated $133K sold.

Tradition Wealth Management first reported a position in VHT in Q4 2020 and held it in 13 quarters. The position peaked at $208K in Q4 2021. 993 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

Tradition Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 531 Vanguard Health Care ETF shares in Q1 2024, an estimated $133K.
Tradition Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Vanguard Health Care ETF position peaked at $208K in Q4 2021.
993 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.