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	–	623
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 $1.89T 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Clearview Wealth Advisors's VHT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2023, closing a stake of 43 shares — an estimated $10.6K sold.

Clearview Wealth Advisors first reported a position in VHT in Q4 2020 and held it in 11 quarters. The position peaked at $11K in Q1 2022. 928 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

Clearview Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 43 Vanguard Health Care ETF shares in Q3 2023, an estimated $10.6K.
Clearview Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Vanguard Health Care ETF position peaked at $11K in Q1 2022.
928 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.