Ahrens Investment Partners’s Vanguard Health Care ETF VHT Stock Holding History

Ahrens Investment Partners’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	$34.8K	Buy	+146	New	+$35.1K	0.02%	380
2022 Q3	–	Sell	-146	Closed	-$34K	–	879
2022 Q2	$34K	Hold	146	–	–	0.02%	403
2022 Q1	$37K	Sell	146 -150	-51%	-$37.1K	0.01%	459
2021 Q4	$79K	Buy	+296	New	+$75.5K	0.03%	329

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ahrens Investment Partners's VHT Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard Health Care ETF (VHT) in Q1 2023: 146 shares worth $34.8K. The stake represents 0.02% of the portfolio and ranks #380 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VHT as recently as Q2 2022.

Ahrens Investment Partners first reported a position in VHT in Q4 2021 and has held it in 4 quarters since. The position peaked at $79K in Q4 2021. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

Ahrens Investment Partners held 146 shares of Vanguard Health Care ETF worth $34.8K as of Q1 2023.
Vanguard Health Care ETF was a new Ahrens Investment Partners position in Q1 2023.
Vanguard Health Care ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #380 holding.
Ahrens Investment Partners first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's Vanguard Health Care ETF position peaked at $79K in Q4 2021.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.