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

Campbell 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
2021 Q2	–	Sell	-2,526	Closed	-$578K	–	71
2021 Q1	$578K	Buy	2,526 +152	+6%	+$34.9K	0.08%	27
2020 Q4	$531K	Sell	2,374 -91	-4%	-$19.5K	0.08%	27
2020 Q3	$503K	Buy	2,465 +54	+2%	+$10.9K	0.08%	27
2020 Q2	$465K	Buy	2,411 +52	+2%	+$9.76K	0.08%	26
2020 Q1	$392K	Buy	2,359 +548	+30%	+$100K	0.09%	28
2019 Q4	$347K	Buy	1,811 +49	+3%	+$8.79K	0.07%	36
2019 Q3	$296K	Buy	1,762 +327	+23%	+$56K	0.07%	44
2019 Q2	$250K	Buy	+1,435	New	+$242K	0.06%	52

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Campbell Wealth Management's VHT Position: Q2 2021 in Review

Campbell Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2021, closing a stake of 2,526 shares — an estimated $578K sold.

Campbell Wealth Management first reported a position in VHT in Q2 2019 and held it in 8 quarters. The position peaked at $578K in Q1 2021. 739 funds tracked by Wall St. Rank hold VHT as of Q2 2021.

Campbell Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2021 after selling out during the quarter.
Campbell Wealth Management sold 2,526 Vanguard Health Care ETF shares in Q2 2021, an estimated $578K.
Campbell Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2019 and held it in 8 quarters.
Campbell Wealth Management's Vanguard Health Care ETF position peaked at $578K in Q1 2021.
739 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2021.

Based on Campbell Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.