Bradley & Co Private Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Bradley & Co Private 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 Q4	–	Sell	-14	Closed	-$3K	–	187
2022 Q3	$3K	Hold	14	–	–	﹤0.01%	165
2022 Q2	$3K	Hold	14	–	–	﹤0.01%	171
2022 Q1	$4K	Hold	14	–	–	﹤0.01%	138
2021 Q4	$4K	Sell	14 -148	-91%	-$37.7K	﹤0.01%	142
2021 Q3	$40K	Hold	162	–	–	0.03%	97
2021 Q2	$40K	Hold	162	–	–	0.03%	104
2021 Q1	$37K	Buy	+162	New	+$37.2K	0.03%	106

Other funds holding VHT

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

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

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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bradley & Co Private Wealth Management's VHT Position: Q4 2022 in Review

Bradley & Co Private Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q4 2022, closing a stake of 14 shares — an estimated $3K sold.

Bradley & Co Private Wealth Management first reported a position in VHT in Q1 2021 and held it in 7 quarters. The position peaked at $40K in Q3 2021. 942 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

Bradley & Co Private Wealth Management reported no remaining Vanguard Health Care ETF position as of Q4 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 14 Vanguard Health Care ETF shares in Q4 2022, an estimated $3K.
Bradley & Co Private Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2021 and held it in 7 quarters.
Bradley & Co Private Wealth Management's Vanguard Health Care ETF position peaked at $40K in Q3 2021.
942 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.