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

Consilio 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
Q1 		– Sell
-875
Closed -$217K – 49
2022
Q4 		$217K Buy
+875
New +$212K 0.14% 45

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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Consilio Wealth Advisors's VHT Position: Q1 2023 in Review

Consilio Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 875 shares — an estimated $217K sold.

Consilio Wealth Advisors first reported a position in VHT in Q4 2022 and held it in 1 quarter. The position peaked at $217K in Q4 2022. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

  • Consilio Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
  • Consilio Wealth Advisors sold 875 Vanguard Health Care ETF shares in Q1 2023, an estimated $217K.
  • Consilio Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 1 quarter.
  • Consilio Wealth Advisors's Vanguard Health Care ETF position peaked at $217K in Q4 2022.
  • 903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on Consilio Wealth Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.