WBC
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West Branch Capital’s Vanguard Health Care ETF VHT Stock Holding History

West Branch Capital’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
2024
Q3 		– Sell
-10
Closed -$2.66K – 644
2024
Q2 		$2.66K Hold
10
– – ﹤0.01% 369
2024
Q1 		$2.71K Hold
10
– – ﹤0.01% 368
2023
Q4 		$2.51K Hold
10
– – ﹤0.01% 389
2023
Q3 		$2.35K Hold
10
– – ﹤0.01% 382
2023
Q2 		$2.45K Hold
10
– – ﹤0.01% 387
2023
Q1 		$2.38K Hold
10
– – ﹤0.01% 390
2022
Q4 		$2.48K Hold
10
– – ﹤0.01% 385
2022
Q3 		$2K Hold
10
– – ﹤0.01% 409
2022
Q2 		$2K Hold
10
– – ﹤0.01% 389
2022
Q1 		$3K Hold
10
– – ﹤0.01% 383
2021
Q4 		$3K Hold
10
– – ﹤0.01% 409
2021
Q3 		$2K Hold
10
– – ﹤0.01% 396
2021
Q2 		$2K Buy
+10
New +$2.39K ﹤0.01% 412

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return