Trinity Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Trinity Financial Advisors’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 Q2	–	Sell	-844	Closed	-$228K	–	89
2024 Q1	$228K	Hold	844	–	–	0.1%	68
2023 Q4	$212K	Buy	+844	New	+$200K	0.1%	70

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

BCMIO

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

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

Trinity Financial Advisors's VHT Position: Q2 2024 in Review

Trinity Financial Advisors sold out of Vanguard Health Care ETF (VHT) in Q2 2024, closing a stake of 844 shares — an estimated $228K sold.

Trinity Financial Advisors first reported a position in VHT in Q4 2023 and held it in 2 quarters. The position peaked at $228K in Q1 2024. 997 funds tracked by Wall St. Rank hold VHT as of Q2 2024.

Trinity Financial Advisors reported no remaining Vanguard Health Care ETF position as of Q2 2024 after selling out during the quarter.
Trinity Financial Advisors sold 844 Vanguard Health Care ETF shares in Q2 2024, an estimated $228K.
Trinity Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2023 and held it in 2 quarters.
Trinity Financial Advisors's Vanguard Health Care ETF position peaked at $228K in Q1 2024.
997 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2024.

Based on Trinity Financial Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.