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Vivaldi Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Vivaldi Capital 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
2026
Q1 		$1.74M Sell
6,390
-24
-0.4% -$6.86K 0.24% 78
2025
Q4 		$1.85M Buy
6,414
+143
+2% +$40K 0.25% 79
2025
Q3 		$1.63M Buy
6,271
+356
+6% +$89.3K 0.23% 90
2025
Q2 		$1.47M Buy
5,915
+3,454
+140% +$854K 0.22% 90
2025
Q1 		$652K Buy
2,461
+353
+17% +$94K 0.1% 126
2024
Q4 		$573K Buy
2,108
+34
+2% +$9.16K 0.09% 132
2024
Q3 		$585K Buy
2,074
+631
+44% +$175K 0.17% 101
2024
Q2 		$384K Sell
1,443
-40
-3% -$10.5K 0.11% 146
2024
Q1 		$389K Buy
1,483
+701
+90% +$184K 0.11% 143
2023
Q4 		$204K Sell
782
-1,060
-58% -$251K 0.06% 206
2023
Q3 		$433K Buy
1,842
+489
+36% +$119K 0.14% 116
2023
Q2 		$331K Hold
1,353
– – 0.1% 138
2023
Q1 		$323K Buy
1,353
+246
+22% +$59.2K 0.1% 145
2022
Q4 		$270K Buy
1,107
+138
+14% +$33.5K 0.07% 191
2022
Q3 		$219K Buy
+969
New +$231K 0.06% 198

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return