Capital Advisory Group Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-41	Closed	-$10K	–	481
2022 Q1	$10K	Buy	+41	New	+$10.1K	﹤0.01%	372
2021 Q4	–	Sell	-41	Closed	-$10K	–	493
2021 Q3	$10K	Hold	41	–	–	﹤0.01%	394
2021 Q2	$10K	Hold	41	–	–	﹤0.01%	397
2021 Q1	$9K	Hold	41	–	–	﹤0.01%	400
2020 Q4	$9K	Hold	41	–	–	﹤0.01%	380
2020 Q3	$8K	Hold	41	–	–	﹤0.01%	344
2020 Q2	$8K	Hold	41	–	–	﹤0.01%	326
2020 Q1	$7K	Buy	+41	New	+$7.49K	0.01%	277

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

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

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

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

Manulife (Manufacturers Life Insurance)

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