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BSW Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

BSW Wealth Partners’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 		– Sell
-1,927
Closed -$460K – 318
2023
Q1 		$460K Buy
+1,927
New +$464K 0.09% 149

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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

BSW Wealth Partners's VHT Position: Q2 2023 in Review

BSW Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2023, closing a stake of 1,927 shares — an estimated $460K sold.

BSW Wealth Partners first reported a position in VHT in Q1 2023 and held it in 1 quarter. The position peaked at $460K in Q1 2023. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

  • BSW Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 1,927 Vanguard Health Care ETF shares in Q2 2023, an estimated $460K.
  • BSW Wealth Partners first reported a position in Vanguard Health Care ETF in Q1 2023 and held it in 1 quarter.
  • BSW Wealth Partners's Vanguard Health Care ETF position peaked at $460K in Q1 2023.
  • 923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.