WealthPLAN Partners’s Vanguard Health Care ETF VHT Stock Holding History

WealthPLAN Partners’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	-95	Closed	-$23.2K	–	1143
2023 Q2	$23.2K	Hold	95	–	–	﹤0.01%	651
2023 Q1	$22.6K	Buy	+95	New	+$22.9K	﹤0.01%	702
2016 Q3	$246K	Sell	1,855 -2,405	-56%	-$324K	0.08%	132
2016 Q2	$307K	Buy	+4,260	New	+$547K	0.04%	287
2015 Q4	$453K	Buy	+9,745	New	+$1.27M	0.07%	165
2015 Q2	$472K	Sell	3,375 -885	-21%	-$122K	0.21%	63
2015 Q1	$579K	Buy	+4,260	New	+$561K	0.27%	65

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's VHT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard Health Care ETF (VHT) in Q3 2023, closing a stake of 95 shares — an estimated $23.2K sold.

WealthPLAN Partners first reported a position in VHT in Q1 2015 and held it in 7 quarters. The position peaked at $579K in Q1 2015. 928 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

WealthPLAN Partners reported no remaining Vanguard Health Care ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 95 Vanguard Health Care ETF shares in Q3 2023, an estimated $23.2K.
WealthPLAN Partners first reported a position in Vanguard Health Care ETF in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's Vanguard Health Care ETF position peaked at $579K in Q1 2015.
928 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.