Atlas Private Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-102	Closed	-$25K	–	674
2021 Q3	$25K	Hold	102	–	–	0.01%	320
2021 Q2	$25K	Sell	102 -38	-27%	-$9.08K	0.01%	335
2021 Q1	$32K	Hold	140	–	–	0.02%	292
2020 Q4	$31K	Hold	140	–	–	0.02%	281
2020 Q3	$29K	Hold	140	–	–	0.02%	265
2020 Q2	$27K	Buy	+140	New	+$26.3K	0.02%	284

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Atlas Private Wealth Advisors's VHT Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q4 2021, closing a stake of 102 shares — an estimated $25K sold.

Atlas Private Wealth Advisors first reported a position in VHT in Q2 2020 and held it in 6 quarters. The position peaked at $32K in Q1 2021. 868 funds tracked by Wall St. Rank hold VHT as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 102 Vanguard Health Care ETF shares in Q4 2021, an estimated $25K.
Atlas Private Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Health Care ETF position peaked at $32K in Q1 2021.
868 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.