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BerganKDV Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

BerganKDV 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
2023
Q2 		$15.9K Buy
+65
New +$15.8K ﹤0.01% 513
2020
Q3 		– Sell
-927
Closed -$179K – 1013
2020
Q2 		$179K Buy
+927
New +$174K 0.03% 227

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BerganKDV Wealth Management's VHT Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Vanguard Health Care ETF (VHT) in Q2 2023: 65 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: BerganKDV Wealth Management previously reported a position in VHT as recently as Q2 2020.

BerganKDV Wealth Management first reported a position in VHT in Q2 2020 and has held it in 2 quarters since. The position peaked at $179K in Q2 2020. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

  • BerganKDV Wealth Management held 65 shares of Vanguard Health Care ETF worth $15.9K as of Q2 2023.
  • Vanguard Health Care ETF was a new BerganKDV Wealth Management position in Q2 2023.
  • Vanguard Health Care ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #513 holding.
  • BerganKDV Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 2 quarters since.
  • BerganKDV Wealth Management's Vanguard Health Care ETF position peaked at $179K in Q2 2020.
  • 923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.