VSM Wealth Advisory’s Natural Health Trends NHTC Stock Holding History

VSM Wealth Advisory’s Portfolio NHTC Stock Details NHTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-200	Closed	-$924	–	507
2024 Q4	$924	Buy	+200	New	+$1.08K	﹤0.01%	447

Other funds holding NHTC

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MWM

MBE Wealth Management Tomah, Wisconsin $241M AUM 17.43% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

VSM Wealth Advisory's NHTC Position: Q1 2025 in Review

VSM Wealth Advisory sold out of Natural Health Trends (NHTC) in Q1 2025, closing a stake of 200 shares — an estimated $924 sold.

VSM Wealth Advisory first reported a position in NHTC in Q4 2024 and held it in 1 quarter. The position peaked at $924 in Q4 2024. 20 funds tracked by Wall St. Rank hold NHTC as of Q1 2025.

VSM Wealth Advisory reported no remaining Natural Health Trends position as of Q1 2025 after selling out during the quarter.
VSM Wealth Advisory sold 200 Natural Health Trends shares in Q1 2025, an estimated $924.
VSM Wealth Advisory first reported a position in Natural Health Trends in Q4 2024 and held it in 1 quarter.
VSM Wealth Advisory's Natural Health Trends position peaked at $924 in Q4 2024.
20 funds tracked by Wall St. Rank held Natural Health Trends as of Q1 2025.

Based on VSM Wealth Advisory's 13F filing for Q1 2025, filed 6 May 2025.