Clear Perspectives Financial Planning’s Vanguard Health Care ETF VHT Stock Holding History

Clear Perspectives Financial Planning’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	$235K	Sell	987 -37	-4%	-$8.9K	0.13%	37
2022 Q4	$254K	Hold	1,024	–	–	0.14%	42
2022 Q3	$229K	Hold	1,024	–	–	0.11%	44
2022 Q2	$241K	Hold	1,024	–	–	0.09%	47
2022 Q1	$261K	Hold	1,024	–	–	0.1%	46
2021 Q4	$273K	Sell	1,024 -50	-5%	-$12.8K	0.11%	52
2021 Q3	$266K	Hold	1,074	–	–	0.12%	51
2021 Q2	$266K	Hold	1,074	–	–	0.13%	55
2021 Q1	$246K	Sell	1,074 -125	-10%	-$28.7K	0.14%	53
2020 Q4	$268K	Buy	+1,199	New	+$256K	0.17%	47

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Clear Perspectives Financial Planning's VHT Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Vanguard Health Care ETF (VHT) stake by 3.6% in Q1 2023, selling an estimated $8.9K and leaving 987 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #37.

Clear Perspectives Financial Planning first reported a position in VHT in Q4 2020 and has held it in 10 quarters since. The position peaked at $273K in Q4 2021. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

Clear Perspectives Financial Planning held 987 shares of Vanguard Health Care ETF worth $235K as of Q1 2023.
Clear Perspectives Financial Planning sold 37 Vanguard Health Care ETF shares in Q1 2023, an estimated $8.9K.
Vanguard Health Care ETF made up 0.13% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #37 holding.
Clear Perspectives Financial Planning first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Vanguard Health Care ETF position peaked at $273K in Q4 2021.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.