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West Coast Financial’s Vanguard Health Care ETF VHT Stock Holding History

West Coast Financial’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
Q1 		– Sell
-820
Closed -$203K – 138
2022
Q4 		$203K Buy
+820
New +$199K 0.03% 126
2022
Q2 		– Sell
-831
Closed -$211K – 135
2022
Q1 		$211K Hold
831
– – 0.03% 130
2021
Q4 		$221K Hold
831
– – 0.03% 130
2021
Q3 		$205K Hold
831
– – 0.03% 130
2021
Q2 		$205K Buy
+831
New +$199K 0.03% 131
2020
Q3 		– Sell
-2,085
Closed -$402K – 109
2020
Q2 		$402K Hold
2,085
– – 0.1% 78
2020
Q1 		$346K Hold
2,085
– – 0.09% 79
2019
Q4 		$400K Sell
2,085
-110
-5% -$19.7K 0.09% 87
2019
Q3 		$368K Sell
2,195
-370
-14% -$63.3K 0.08% 90
2019
Q2 		$446K Hold
2,565
– – 0.1% 84
2019
Q1 		$442K Sell
2,565
-35
-1% -$5.93K 0.1% 86
2018
Q4 		$418K Sell
2,600
-815
-24% -$138K 0.12% 81
2018
Q3 		$616K Buy
3,415
+1,055
+45% +$181K 0.14% 92
2018
Q2 		$376K Buy
2,360
+610
+35% +$96K 0.1% 82
2018
Q1 		$269K Hold
1,750
– – 0.08% 94
2017
Q4 		$270K Sell
1,750
-1,543
-47% -$237K 0.08% 98
2017
Q3 		$502K Buy
3,293
+1,463
+80% +$218K 0.14% 98
2017
Q2 		$270K Sell
1,830
-1,791
-49% -$253K 0.09% 101
2017
Q1 		$499K Sell
3,621
-1,216
-25% -$164K 0.16% 86
2016
Q4 		$613K Buy
4,837
+65
+1% +$8.3K 0.2% 85
2016
Q3 		$634K Buy
+4,772
New +$643K 0.2% 83

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

West Coast Financial's VHT Position: Q1 2023 in Review

West Coast Financial sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 820 shares — an estimated $203K sold.

West Coast Financial first reported a position in VHT in Q3 2016 and held it in 21 quarters. The position peaked at $634K in Q3 2016. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

  • West Coast Financial reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
  • West Coast Financial sold 820 Vanguard Health Care ETF shares in Q1 2023, an estimated $203K.
  • West Coast Financial first reported a position in Vanguard Health Care ETF in Q3 2016 and held it in 21 quarters.
  • West Coast Financial's Vanguard Health Care ETF position peaked at $634K in Q3 2016.
  • 903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on West Coast Financial's 13F filing for Q1 2023, filed 8 May 2023.