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Waypoint Wealth Counsel’s Vanguard Health Care ETF VHT Stock Holding History

Waypoint Wealth Counsel’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
Q2 		– Sell
-2,420
Closed -$577K – 99
2023
Q1 		$577K Buy
2,420
+1
+0% +$241 0.45% 45
2022
Q4 		$600K Buy
+2,419
New +$586K 0.48% 44

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waypoint Wealth Counsel's VHT Position: Q2 2023 in Review

Waypoint Wealth Counsel sold out of Vanguard Health Care ETF (VHT) in Q2 2023, closing a stake of 2,420 shares — an estimated $577K sold.

Waypoint Wealth Counsel first reported a position in VHT in Q4 2022 and held it in 2 quarters. The position peaked at $600K in Q4 2022. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

  • Waypoint Wealth Counsel reported no remaining Vanguard Health Care ETF position as of Q2 2023 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,420 Vanguard Health Care ETF shares in Q2 2023, an estimated $577K.
  • Waypoint Wealth Counsel first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Vanguard Health Care ETF position peaked at $600K in Q4 2022.
  • 923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2023, filed 2 Apr 2024.