TWM
VHT icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return