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 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

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

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

BCMIO

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

West Branch Capital's VHT Position: Q3 2024 in Review

West Branch Capital sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 10 shares — an estimated $2.66K sold.

West Branch Capital first reported a position in VHT in Q2 2021 and held it in 13 quarters. The position peaked at $3K in Q1 2022. 1,031 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

West Branch Capital reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
West Branch Capital sold 10 Vanguard Health Care ETF shares in Q3 2024, an estimated $2.66K.
West Branch Capital first reported a position in Vanguard Health Care ETF in Q2 2021 and held it in 13 quarters.
West Branch Capital's Vanguard Health Care ETF position peaked at $3K in Q1 2022.
1,031 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on West Branch Capital's 13F filing for Q3 2024, filed 18 Oct 2024.