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	–	479
2022 Q1	$10K	Buy	+41	New	+$10.1K	﹤0.01%	372
2021 Q4	–	Sell	-41	Closed	-$10K	–	492
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 $1.89T 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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Capital Advisory Group Advisory Services's VHT Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 41 shares — an estimated $10K sold.

Capital Advisory Group Advisory Services first reported a position in VHT in Q1 2020 and held it in 8 quarters. The position peaked at $10K in Q1 2022. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 41 Vanguard Health Care ETF shares in Q2 2022, an estimated $10K.
Capital Advisory Group Advisory Services first reported a position in Vanguard Health Care ETF in Q1 2020 and held it in 8 quarters.
Capital Advisory Group Advisory Services's Vanguard Health Care ETF position peaked at $10K in Q1 2022.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.