AWM
VHT icon

Aevitas Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Aevitas Wealth Management’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
2022
Q4 		$3.64M Buy
14,664
+32
+0.2% +$7.76K 2.15% 12
2022
Q3 		$3.27M Sell
14,632
-228
-2% -$54.4K 2.46% 11
2022
Q2 		$3.5M Sell
14,860
-106
-0.7% -$25.5K 2.37% 11
2022
Q1 		$3.81M Sell
14,966
-3,953
-21% -$977K 2.33% 11
2021
Q4 		$5.04M Sell
18,919
-781
-4% -$199K 3% 7
2021
Q3 		$4.87M Hold
19,700
– – 3.11% 7
2021
Q2 		$4.87M Sell
19,700
-63
-0.3% -$15.1K 3.11% 7
2021
Q1 		$4.52M Buy
19,763
+7
+0% +$1.6K 3.15% 7
2020
Q4 		$4.42M Sell
19,756
-106
-0.5% -$22.7K 3.24% 7
2020
Q3 		$4.05M Sell
19,862
-26
-0.1% -$5.26K 3.34% 7
2020
Q2 		$3.83M Buy
19,888
+584
+3% +$110K 3.54% 7
2020
Q1 		$3.21M Sell
19,304
-441
-2% -$80.6K 3.59% 6
2019
Q4 		$3.79M Sell
19,745
-857
-4% -$154K 3.56% 6
2019
Q3 		$3.46M Sell
20,602
-1,125
-5% -$193K 3.46% 6
2019
Q2 		$3.78M Sell
21,727
-1,862
-8% -$314K 3.8% 6
2019
Q1 		$4.07M Buy
23,589
+116
+0.5% +$19.7K 3.62% 4
2018
Q4 		$3.77M Buy
23,473
+1,692
+8% +$287K 3.86% 2
2018
Q3 		$3.93M Buy
21,781
+132
+0.6% +$22.7K 3.56% 2
2018
Q2 		$3.44M Buy
21,649
+242
+1% +$38.1K 3.35% 2
2018
Q1 		$3.29M Sell
21,407
-902
-4% -$144K 3.28% 3
2017
Q4 		$3.44M Buy
+22,309
New +$3.42M 3.26% 3

Other funds holding VHT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aevitas Wealth Management's VHT Position: Q4 2022 in Review

Aevitas Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 0.22% in Q4 2022, buying an estimated $7.76K and bringing the position to 14,664 shares worth $3.64M. The position accounts for 2.15% of the portfolio, ranked #12.

Aevitas Wealth Management first reported a position in VHT in Q4 2017 and has held it in 21 quarters since. The position peaked at $5.04M in Q4 2021. 941 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

  • Aevitas Wealth Management held 14,664 shares of Vanguard Health Care ETF worth $3.64M as of Q4 2022.
  • Aevitas Wealth Management bought 32 Vanguard Health Care ETF shares in Q4 2022, an estimated $7.76K.
  • Vanguard Health Care ETF made up 2.15% of Aevitas Wealth Management's portfolio in Q4 2022, its #12 holding.
  • Aevitas Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Vanguard Health Care ETF position peaked at $5.04M in Q4 2021.
  • 941 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.