TrinityPoint Wealth’s Vanguard Health Care ETF VHT Stock Holding History

TrinityPoint Wealth’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	$262K	Sell	1,034 -11	-1%	-$2.96K	0.04%	286
2024 Q3	$295K	Sell	1,045 -41	-4%	-$11.4K	0.04%	264
2024 Q2	$289K	Hold	1,086	–	–	0.05%	252
2024 Q1	$294K	Sell	1,086 -64	-6%	-$16.8K	0.05%	249
2023 Q4	$288K	Sell	1,150 -131	-10%	-$31K	0.05%	248
2023 Q3	$301K	Buy	1,281 +1	+0.1%	+$244	0.06%	228
2023 Q2	$313K	Sell	1,280 -38	-3%	-$9.24K	0.06%	220
2023 Q1	$314K	Sell	1,318 -163	-11%	-$39.2K	0.07%	214
2022 Q4	$367K	Sell	1,481 -11	-0.7%	-$2.67K	0.08%	196
2022 Q3	$334K	Hold	1,492	–	–	0.08%	194
2022 Q2	$351K	Buy	1,492 +425	+40%	+$102K	0.08%	198
2022 Q1	$271K	Sell	1,067 -50	-4%	-$12.4K	0.05%	260
2021 Q4	$297K	Sell	1,117 -153	-12%	-$39K	0.05%	254
2021 Q3	$314K	Buy	+1,270	New	+$326K	0.06%	234

Other funds holding VHT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 San Francisco, California $530B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrinityPoint Wealth's VHT Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Vanguard Health Care ETF (VHT) stake by 1.1% in Q4 2024, selling an estimated $2.96K and leaving 1,034 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #286.

TrinityPoint Wealth first reported a position in VHT in Q3 2021 and has held it in 14 quarters since. The position peaked at $367K in Q4 2022. 1,055 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

TrinityPoint Wealth held 1,034 shares of Vanguard Health Care ETF worth $262K as of Q4 2024.
TrinityPoint Wealth sold 11 Vanguard Health Care ETF shares in Q4 2024, an estimated $2.96K.
Vanguard Health Care ETF made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #286 holding.
TrinityPoint Wealth first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 14 quarters since.
TrinityPoint Wealth's Vanguard Health Care ETF position peaked at $367K in Q4 2022.
1,055 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.