Westshore Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Westshore Wealth’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 Q4	–	Sell	-990	Closed	-$279K	–	97
2024 Q3	$279K	Sell	990 -160	-14%	-$44.4K	0.11%	70
2024 Q2	$306K	Hold	1,150	–	–	0.13%	63
2024 Q1	$311K	Hold	1,150	–	–	0.13%	65
2023 Q4	$288K	Hold	1,150	–	–	0.13%	60
2023 Q3	$270K	Hold	1,150	–	–	0.15%	58
2023 Q2	$282K	Hold	1,150	–	–	0.14%	72
2023 Q1	$274K	Hold	1,150	–	–	0.14%	77
2022 Q4	$285K	Hold	1,150	–	–	0.16%	74
2022 Q3	$257K	Hold	1,150	–	–	0.18%	67
2022 Q2	$271K	Hold	1,150	–	–	0.18%	66
2022 Q1	$293K	Hold	1,150	–	–	0.2%	65
2021 Q4	$306K	Hold	1,150	–	–	0.21%	64
2021 Q3	$284K	Hold	1,150	–	–	0.23%	62
2021 Q2	$284K	Hold	1,150	–	–	0.15%	103
2021 Q1	$263K	Buy	+1,150	New	+$264K	0.15%	109
2019 Q4	$221K	Buy	+1,150	New	+$206K	0.24%	68

Other funds holding VHT

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Westshore Wealth's VHT Position: Q4 2024 in Review

Westshore Wealth sold out of Vanguard Health Care ETF (VHT) in Q4 2024, closing a stake of 990 shares — an estimated $279K sold.

Westshore Wealth first reported a position in VHT in Q4 2019 and held it in 16 quarters. The position peaked at $311K in Q1 2024. 1,057 funds tracked by Wall St. Rank hold VHT as of Q4 2024.

Westshore Wealth reported no remaining Vanguard Health Care ETF position as of Q4 2024 after selling out during the quarter.
Westshore Wealth sold 990 Vanguard Health Care ETF shares in Q4 2024, an estimated $279K.
Westshore Wealth first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 16 quarters.
Westshore Wealth's Vanguard Health Care ETF position peaked at $311K in Q1 2024.
1,057 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2024.

Based on Westshore Wealth's 13F filing for Q4 2024, filed 28 May 2025.