AWE
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Avidian Wealth Enterprises’s Vanguard Health Care ETF VHT Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-1,672
Closed -$446K – 579
2021
Q4 		$446K Buy
1,672
+700
+72% +$179K 0.03% 322
2021
Q3 		$240K Buy
+972
New +$249K 0.02% 329

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Bank of America
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ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avidian Wealth Enterprises's VHT Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of Vanguard Health Care ETF (VHT) in Q1 2022, closing a stake of 1,672 shares — an estimated $446K sold.

Avidian Wealth Enterprises first reported a position in VHT in Q3 2021 and held it in 2 quarters. The position peaked at $446K in Q4 2021. 873 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

  • Avidian Wealth Enterprises reported no remaining Vanguard Health Care ETF position as of Q1 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,672 Vanguard Health Care ETF shares in Q1 2022, an estimated $446K.
  • Avidian Wealth Enterprises first reported a position in Vanguard Health Care ETF in Q3 2021 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Vanguard Health Care ETF position peaked at $446K in Q4 2021.
  • 873 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.