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Crescent Capital Consulting’s Vanguard Health Care ETF VHT Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$6.42M Buy
24,094
+3,130
+15% +$798K 1.06% 25
2021
Q3 		$5.18M Buy
20,964
+7,207
+52% +$1.85M 0.95% 27
2021
Q2 		$3.4M Sell
13,757
-7,628
-36% -$1.82M 0.64% 43
2021
Q1 		$4.89M Buy
21,385
+614
+3% +$141K 1.07% 26
2020
Q4 		$4.65M Buy
+20,771
New +$4.44M 1.2% 19

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crescent Capital Consulting's VHT Position: Q4 2021 in Review

Crescent Capital Consulting increased its Vanguard Health Care ETF (VHT) stake by 15% in Q4 2021, buying an estimated $798K and bringing the position to 24,094 shares worth $6.42M. The position accounts for 1.06% of the portfolio, ranked #25.

Crescent Capital Consulting first reported a position in VHT in Q4 2020 and has held it in 5 quarters since. 868 funds tracked by Wall St. Rank hold VHT as of Q4 2021.

  • Crescent Capital Consulting held 24,094 shares of Vanguard Health Care ETF worth $6.42M as of Q4 2021.
  • Crescent Capital Consulting bought 3,130 Vanguard Health Care ETF shares in Q4 2021, an estimated $798K.
  • Vanguard Health Care ETF made up 1.06% of Crescent Capital Consulting's portfolio in Q4 2021, its #25 holding.
  • Crescent Capital Consulting first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 5 quarters since.
  • 868 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.