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TRUE Private Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

TRUE Private Wealth 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
Q3 		– Sell
-13,756
Closed -$3.66M – 279
2024
Q2 		$3.66M Buy
13,756
+532
+4% +$139K 0.41% 44
2024
Q1 		$3.58M Buy
13,224
+51
+0.4% +$13.4K 0.41% 42
2023
Q4 		$3.3M Sell
13,173
-3,259
-20% -$772K 0.42% 42
2023
Q3 		$3.86M Sell
16,432
-1,208
-7% -$294K 0.54% 37
2023
Q2 		$4.32M Buy
17,640
+535
+3% +$130K 0.64% 27
2023
Q1 		$4.08M Buy
17,105
+204
+1% +$49.1K 0.6% 28
2022
Q4 		$4.19M Buy
16,901
+64
+0.4% +$15.5K 0.65% 25
2022
Q3 		$3.77M Buy
16,837
+392
+2% +$93.6K 0.57% 26
2022
Q2 		$3.87M Buy
16,445
+1,426
+9% +$344K 0.56% 24
2022
Q1 		$3.67M Buy
15,019
+998
+7% +$247K 0.52% 33
2021
Q4 		$3.73M Sell
14,021
-841
-6% -$214K 0.53% 33
2021
Q3 		$3.69M Buy
14,862
+400
+3% +$103K 0.54% 30
2021
Q2 		$3.57M Buy
14,462
+2,261
+19% +$540K 0.53% 31
2021
Q1 		$2.79M Buy
12,201
+2,846
+30% +$653K 0.45% 40
2020
Q4 		$2.09M Buy
9,355
+489
+6% +$105K 0.35% 48
2020
Q3 		$1.81M Buy
8,866
+492
+6% +$99.6K 0.31% 55
2020
Q2 		$1.61M Buy
8,374
+5,033
+151% +$944K 0.3% 61
2020
Q1 		$554K Sell
3,341
-313
-9% -$57.2K 0.12% 93
2019
Q4 		$700K Sell
3,654
-412
-10% -$73.9K 0.11% 109
2019
Q3 		$684K Sell
4,066
-1,236
-23% -$212K 0.12% 101
2019
Q2 		$922K Buy
5,302
+2,516
+90% +$425K 0.16% 81
2019
Q1 		$480K Sell
2,786
-621
-18% -$105K 0.09% 113
2018
Q4 		$547K Buy
3,407
+2,907
+581% +$493K 0.1% 131
2018
Q3 		$90.2K Buy
+500
New +$86K 0.01% 378

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TRUE Private Wealth Advisors's VHT Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 13,756 shares — an estimated $3.66M sold.

TRUE Private Wealth Advisors first reported a position in VHT in Q3 2018 and held it in 24 quarters. The position peaked at $4.32M in Q2 2023. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 13,756 Vanguard Health Care ETF shares in Q3 2024, an estimated $3.66M.
  • TRUE Private Wealth Advisors first reported a position in Vanguard Health Care ETF in Q3 2018 and held it in 24 quarters.
  • TRUE Private Wealth Advisors's Vanguard Health Care ETF position peaked at $4.32M in Q2 2023.
  • 1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.