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Curi Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-100
Closed -$24K – 673
2022
Q2 		$24K Buy
+100
New +$24.1K ﹤0.01% 289

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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Curi Wealth Management's VHT Position: Q3 2022 in Review

Curi Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q3 2022, closing a stake of 100 shares — an estimated $24K sold.

Curi Wealth Management first reported a position in VHT in Q2 2022 and held it in 1 quarter. The position peaked at $24K in Q2 2022. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

  • Curi Wealth Management reported no remaining Vanguard Health Care ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 100 Vanguard Health Care ETF shares in Q3 2022, an estimated $24K.
  • Curi Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Vanguard Health Care ETF position peaked at $24K in Q2 2022.
  • 841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.