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

Brewin Dolphin 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	$83K	Buy	340 +170	+100%	+$41K	0.01%	163
2022 Q1	$43K	Hold	170	–	–	﹤0.01%	201
2021 Q4	$45K	Hold	170	–	–	﹤0.01%	203
2021 Q3	$42K	Hold	170	–	–	﹤0.01%	209
2021 Q2	$42K	Hold	170	–	–	0.01%	207
2021 Q1	$38.9K	Hold	170	–	–	0.01%	199
2020 Q4	$38K	Buy	+170	New	+$36.3K	0.01%	179

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

Brewin Dolphin Wealth Management's VHT Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 100% in Q2 2022, buying an estimated $41K and bringing the position to 340 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #163.

Brewin Dolphin Wealth Management first reported a position in VHT in Q4 2020 and has held it in 7 quarters since. 876 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Brewin Dolphin Wealth Management held 340 shares of Vanguard Health Care ETF worth $83K as of Q2 2022.
Brewin Dolphin Wealth Management bought 170 Vanguard Health Care ETF shares in Q2 2022, an estimated $41K.
Vanguard Health Care ETF made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #163 holding.
Brewin Dolphin Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 7 quarters since.
876 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.