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Wetzel Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Wetzel Investment Advisors’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
-33
Closed -$8.93K – 859
2024
Q2 		$8.93K Hold
33
– – 0.01% 479
2024
Q1 		$8.34K Hold
33
– – ﹤0.01% 573
2023
Q4 		$8K Buy
+33
New +$7.82K ﹤0.01% 585

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

Wetzel Investment Advisors's VHT Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2024, closing a stake of 33 shares — an estimated $8.93K sold.

Wetzel Investment Advisors first reported a position in VHT in Q4 2023 and held it in 3 quarters. The position peaked at $8.93K in Q2 2024. 1,031 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 33 Vanguard Health Care ETF shares in Q3 2024, an estimated $8.93K.
  • Wetzel Investment Advisors first reported a position in Vanguard Health Care ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Vanguard Health Care ETF position peaked at $8.93K in Q2 2024.
  • 1,031 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.