Arlington Partners’s Vanguard Health Care ETF VHT Stock Holding History

Arlington 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 Q3	–	Sell	-1,783	Closed	-$437K	–	586
2023 Q2	$437K	Hold	1,783	–	–	0.07%	95
2023 Q1	$425K	Buy	1,783 +1,300	+269%	+$313K	0.06%	91
2022 Q4	$120K	Buy	+483	New	+$117K	0.02%	130
2020 Q1	–	Sell	-13	Closed	-$2K	–	368
2019 Q4	$2K	Buy	+13	New	+$2.33K	﹤0.01%	255

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Arlington Partners's VHT Position: Q3 2023 in Review

Arlington Partners sold out of Vanguard Health Care ETF (VHT) in Q3 2023, closing a stake of 1,783 shares — an estimated $437K sold.

Arlington Partners first reported a position in VHT in Q4 2019 and held it in 4 quarters. The position peaked at $437K in Q2 2023. 928 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

Arlington Partners reported no remaining Vanguard Health Care ETF position as of Q3 2023 after selling out during the quarter.
Arlington Partners sold 1,783 Vanguard Health Care ETF shares in Q3 2023, an estimated $437K.
Arlington Partners first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 4 quarters.
Arlington Partners's Vanguard Health Care ETF position peaked at $437K in Q2 2023.
928 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.