B. Riley Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

B. Riley 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 Q2	$1.57K	Buy	6,688 +478	+8%	+$115K	﹤0.01%	247
2022 Q1	$1.58M	Sell	6,210 -23	-0.4%	-$5.68K	0.12%	165
2021 Q4	$1.66M	Buy	6,233 +672	+12%	+$171K	0.12%	170
2021 Q3	$1.38M	Buy	5,561 +132	+2%	+$33.9K	0.11%	185
2021 Q2	$1.34M	Buy	5,429 +151	+3%	+$36.1K	0.15%	144
2021 Q1	$1.21M	Sell	5,278 -394	-7%	-$90.4K	0.14%	140
2020 Q4	$1.27M	Buy	5,672 +923	+19%	+$197K	0.16%	125
2020 Q3	$969K	Buy	4,749 +2,385	+101%	+$483K	0.11%	151
2020 Q2	$455K	Buy	+2,364	New	+$444K	0.05%	234
2019 Q2	–	Sell	-1,338	Closed	-$231K	–	437
2019 Q1	$231K	Sell	1,338 -393	-23%	-$66.6K	0.04%	321
2018 Q4	$278K	Buy	1,731 +370	+27%	+$62.7K	0.06%	258
2018 Q3	$246K	Buy	+1,361	New	+$234K	0.06%	249
2016 Q1	$294K	Sell	2,388 -2,013	-46%	-$245K	0.44%	83
2015 Q4	$584K	Sell	4,401 -1,306	-23%	-$170K	0.75%	35
2015 Q3	$699K	Buy	+5,707	New	+$783K	0.99%	24

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

B. Riley Wealth Management's VHT Position: Q2 2022 in Review

B. Riley Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 7.7% in Q2 2022, buying an estimated $115K and bringing the position to 6,688 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

B. Riley Wealth Management first reported a position in VHT in Q3 2015 and has held it in 15 quarters since. The position peaked at $1.66M in Q4 2021. 876 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

B. Riley Wealth Management held 6,688 shares of Vanguard Health Care ETF worth $1.57K as of Q2 2022.
B. Riley Wealth Management bought 478 Vanguard Health Care ETF shares in Q2 2022, an estimated $115K.
Vanguard Health Care ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #247 holding.
B. Riley Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2015 and has held it in 15 quarters since.
B. Riley Wealth Management's Vanguard Health Care ETF position peaked at $1.66M in Q4 2021.
876 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.