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

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return