Clarkston Capital Partners’s Vanguard Health Care ETF VHT Stock Holding History

Clarkston Capital Partners’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
2023 Q1	–	Sell	-150	Closed	-$37.2K	–	181
2022 Q4	$37.2K	Hold	150	–	–	﹤0.01%	171
2022 Q3	$34K	Hold	150	–	–	﹤0.01%	170
2022 Q2	$35K	Hold	150	–	–	﹤0.01%	179
2022 Q1	$38K	Buy	+150	New	+$37.1K	﹤0.01%	188
2021 Q2	–	Sell	-1,621	Closed	-$371K	–	191
2021 Q1	$371K	Buy	+1,621	New	+$372K	0.01%	118

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Clarkston Capital Partners's VHT Position: Q1 2023 in Review

Clarkston Capital Partners sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 150 shares — an estimated $37.2K sold.

Clarkston Capital Partners first reported a position in VHT in Q1 2021 and held it in 5 quarters. The position peaked at $371K in Q1 2021. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

Clarkston Capital Partners reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
Clarkston Capital Partners sold 150 Vanguard Health Care ETF shares in Q1 2023, an estimated $37.2K.
Clarkston Capital Partners first reported a position in Vanguard Health Care ETF in Q1 2021 and held it in 5 quarters.
Clarkston Capital Partners's Vanguard Health Care ETF position peaked at $371K in Q1 2021.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on Clarkston Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.