Caliber Wealth Management (Utah)’s Vanguard Health Care ETF VHT Stock Holding History

Caliber Wealth Management (Utah)’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 Q1	–	Sell	-10,059	Closed	-$2.5M	–	88
2022 Q4	$2.5M	Buy	10,059 +55	+0.5%	+$13.3K	1.91%	10
2022 Q3	$2.24M	Buy	10,004 +337	+3%	+$80.4K	1.77%	22
2022 Q2	$2.28M	Buy	9,667 +750	+8%	+$181K	1.77%	21
2022 Q1	$2.27M	Buy	8,917 +1,313	+17%	+$324K	1.45%	31
2021 Q4	$1.91M	Buy	7,604 +2,776	+57%	+$708K	1.32%	38
2021 Q3	$1.19M	Buy	4,828 +208	+5%	+$53.4K	0.84%	52
2021 Q2	$1.14M	Buy	4,620 +1,043	+29%	+$249K	0.81%	52
2021 Q1	$818K	Sell	3,577 -85	-2%	-$19.5K	0.59%	56
2020 Q4	$819K	Buy	+3,662	New	+$783K	0.8%	51

Other funds holding VHT

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return