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

DB Wealth Management Group’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 Q4	$118K	Sell	472 -140	-23%	-$33.2K	0.07%	109
2023 Q3	$144K	Sell	612 -450	-42%	-$110K	0.09%	96
2023 Q2	$260K	Hold	1,062	–	–	0.16%	78
2023 Q1	$253K	Hold	1,062	–	–	0.16%	76
2022 Q4	$263K	Hold	1,062	–	–	0.17%	72
2022 Q3	$238K	Hold	1,062	–	–	0.17%	75
2022 Q2	$250K	Hold	1,062	–	–	0.17%	76
2022 Q1	$270K	Hold	1,062	–	–	0.16%	76
2021 Q4	$283K	Hold	1,062	–	–	0.17%	73
2021 Q3	$262K	Hold	1,062	–	–	0.17%	75
2021 Q2	$262K	Hold	1,062	–	–	0.17%	78
2021 Q1	$243K	Hold	1,062	–	–	0.17%	80
2020 Q4	$238K	Buy	+1,062	New	+$227K	0.18%	80

Other funds holding VHT

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

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

EHC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DB Wealth Management Group's VHT Position: Q4 2023 in Review

DB Wealth Management Group reduced its Vanguard Health Care ETF (VHT) stake by 23% in Q4 2023, selling an estimated $33.2K and leaving 472 shares worth $118K. The position accounts for 0.07% of the portfolio, ranked #109.

DB Wealth Management Group first reported a position in VHT in Q4 2020 and has held it in 13 quarters since. The position peaked at $283K in Q4 2021. 964 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

DB Wealth Management Group held 472 shares of Vanguard Health Care ETF worth $118K as of Q4 2023.
DB Wealth Management Group sold 140 Vanguard Health Care ETF shares in Q4 2023, an estimated $33.2K.
Vanguard Health Care ETF made up 0.07% of DB Wealth Management Group's portfolio in Q4 2023, its #109 holding.
DB Wealth Management Group first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Vanguard Health Care ETF position peaked at $283K in Q4 2021.
964 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.