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

Align 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	$36.5K	Buy	+163	New	+$39.5K	0.03%	78

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Align Wealth Management opened a new position in Vanguard Health Care ETF (VHT) in Q4 2022: 163 shares worth $36.5K. The stake represents 0.03% of the portfolio and ranks #78 among its holdings.

942 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

Align Wealth Management held 163 shares of Vanguard Health Care ETF worth $36.5K as of Q4 2022.
Vanguard Health Care ETF was a new Align Wealth Management position in Q4 2022.
Vanguard Health Care ETF made up 0.03% of Align Wealth Management's portfolio in Q4 2022, its #78 holding.
942 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.