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

BDO 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
2023
Q2 		$234K Sell
956
-40
-4% -$9.73K 0.03% 245
2023
Q1 		$238K Sell
996
-16
-2% -$3.85K 0.03% 236
2022
Q4 		$251K Hold
1,012
– – 0.03% 235
2022
Q3 		$226K Sell
1,012
-425
-30% -$101K 0.03% 238
2022
Q2 		$338K Hold
1,437
– – 0.04% 203
2022
Q1 		$366K Sell
1,437
-75
-5% -$18.5K 0.04% 207
2021
Q4 		$403K Buy
1,512
+254
+20% +$64.8K 0.04% 205
2021
Q3 		$311K Sell
1,258
-225
-15% -$57.7K 0.03% 229
2021
Q2 		$366K Buy
1,483
+20
+1% +$4.78K 0.04% 223
2021
Q1 		$335K Sell
1,463
-292
-17% -$67K 0.04% 220
2020
Q4 		$393K Sell
1,755
-145
-8% -$31K 0.06% 169
2020
Q3 		$388K Sell
1,900
-330
-15% -$66.8K 0.06% 152
2020
Q2 		$430K Buy
2,230
+71
+3% +$13.3K 0.08% 135
2020
Q1 		$359K Buy
2,159
+185
+9% +$33.8K 0.07% 144
2019
Q4 		$378K Buy
1,974
+465
+31% +$83.4K 0.1% 125
2019
Q3 		$253K Buy
1,509
+25
+2% +$4.28K 0.06% 171
2019
Q2 		$258K Sell
1,484
-116
-7% -$19.6K 0.07% 165
2019
Q1 		$276K Buy
1,600
+100
+7% +$16.9K 0.08% 146
2018
Q4 		$241K Sell
1,500
-100
-6% -$16.9K 0.08% 135
2018
Q3 		$289K Hold
1,600
– – 0.09% 127
2018
Q2 		$255K Hold
1,600
– – 0.09% 136
2018
Q1 		$246K Buy
1,600
+225
+16% +$35.9K 0.09% 116
2017
Q4 		$212K Buy
1,375
+525
+62% +$80.6K 0.1% 109
2017
Q3 		$129K Sell
850
-35
-4% -$5.22K 0.06% 125
2017
Q2 		$130K Buy
+885
New +$125K 0.06% 147

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's VHT Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 4% in Q2 2023, selling an estimated $9.73K and leaving 956 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #245.

BDO Wealth Advisors first reported a position in VHT in Q2 2017 and has held it in 25 quarters since. The position peaked at $430K in Q2 2020. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

  • BDO Wealth Advisors held 956 shares of Vanguard Health Care ETF worth $234K as of Q2 2023.
  • BDO Wealth Advisors sold 40 Vanguard Health Care ETF shares in Q2 2023, an estimated $9.73K.
  • Vanguard Health Care ETF made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #245 holding.
  • BDO Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Vanguard Health Care ETF position peaked at $430K in Q2 2020.
  • 923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.