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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

CLA (CliftonLarsonAllen) 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
-19,990
Closed -$5.08M – 197
2022
Q1 		$5.08M Buy
+19,990
New +$4.94M 0.18% 60

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Prudential Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's VHT Position: Q2 2022 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 19,990 shares — an estimated $5.08M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VHT in Q1 2022 and held it in 1 quarter. The position peaked at $5.08M in Q1 2022. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 19,990 Vanguard Health Care ETF shares in Q2 2022, an estimated $5.08M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Health Care ETF in Q1 2022 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Health Care ETF position peaked at $5.08M in Q1 2022.
  • 877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.