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

V 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
2023 Q3	–	Sell	-11,365	Closed	-$2.78M	–	360
2023 Q2	$2.78M	Buy	11,365 +680	+6%	+$165K	0.46%	43
2023 Q1	$2.55M	Buy	10,685 +6,784	+174%	+$1.63M	0.48%	40
2022 Q4	$968K	Buy	+3,901	New	+$946K	0.2%	120

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

V Wealth Advisors's VHT Position: Q3 2023 in Review

V Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2023, closing a stake of 11,365 shares — an estimated $2.78M sold.

V Wealth Advisors first reported a position in VHT in Q4 2022 and held it in 3 quarters. The position peaked at $2.78M in Q2 2023. 928 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

V Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 11,365 Vanguard Health Care ETF shares in Q3 2023, an estimated $2.78M.
V Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 3 quarters.
V Wealth Advisors's Vanguard Health Care ETF position peaked at $2.78M in Q2 2023.
928 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.