DHGWA
VHT icon

Dixon Hughes Goodman Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$74K Buy
293
+141
+93% +$34.8K 0.02% 273
2021
Q4 		$40K Buy
+152
New +$38.8K 0.01% 280

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's VHT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 93% in Q1 2022, buying an estimated $34.8K and bringing the position to 293 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #273.

Dixon Hughes Goodman Wealth Advisors first reported a position in VHT in Q4 2021 and has held it in 2 quarters since. 874 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 293 shares of Vanguard Health Care ETF worth $74K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 141 Vanguard Health Care ETF shares in Q1 2022, an estimated $34.8K.
  • Vanguard Health Care ETF made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #273 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 2 quarters since.
  • 874 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.