Carolina Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Carolina Wealth Advisors’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	-58	Closed	-$15K	–	297
2022 Q1	$15K	Hold	58	–	–	0.01%	163
2021 Q4	$15K	Hold	58	–	–	0.01%	171
2021 Q3	$14K	Hold	58	–	–	0.01%	173
2021 Q2	$14K	Buy	58 +6	+12%	+$1.43K	0.01%	180
2021 Q1	$12K	Hold	52	–	–	0.01%	197
2020 Q4	$12K	Buy	+52	New	+$11.1K	0.01%	140
2020 Q1	–	Sell	-73	Closed	-$14K	–	206
2019 Q4	$14K	Buy	+73	New	+$13.1K	0.01%	119

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

Carolina Wealth Advisors's VHT Position: Q2 2022 in Review

Carolina Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 58 shares — an estimated $15K sold.

Carolina Wealth Advisors first reported a position in VHT in Q4 2019 and held it in 7 quarters. The position peaked at $15K in Q1 2022. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Carolina Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
Carolina Wealth Advisors sold 58 Vanguard Health Care ETF shares in Q2 2022, an estimated $15K.
Carolina Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 7 quarters.
Carolina Wealth Advisors's Vanguard Health Care ETF position peaked at $15K in Q1 2022.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Carolina Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.