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 $1.89T 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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Caliber Wealth Management (Utah)'s VHT Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 10,059 shares — an estimated $2.5M sold.

Caliber Wealth Management (Utah) first reported a position in VHT in Q4 2020 and held it in 9 quarters. The position peaked at $2.5M in Q4 2022. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

Caliber Wealth Management (Utah) reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 10,059 Vanguard Health Care ETF shares in Q1 2023, an estimated $2.5M.
Caliber Wealth Management (Utah) first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 9 quarters.
Caliber Wealth Management (Utah)'s Vanguard Health Care ETF position peaked at $2.5M in Q4 2022.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.