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

Clearview 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
2023 Q3	–	Sell	-43	Closed	-$10.6K	–	626
2023 Q2	$10.6K	Hold	43	–	–	0.01%	359
2023 Q1	$10.3K	Hold	43	–	–	0.01%	364
2022 Q4	$10.7K	Hold	43	–	–	0.01%	323
2022 Q3	$10K	Hold	43	–	–	0.01%	340
2022 Q2	$10K	Hold	43	–	–	0.01%	357
2022 Q1	$11K	Buy	43 +40	+1,333%	+$9.88K	0.01%	371
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	669
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	635
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	628
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	594
2020 Q4	$1K	Buy	+3	New	+$641	﹤0.01%	553

Other funds holding VHT

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return