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

Doyle 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 		$856K Sell
3,828
-56
-1% -$13.4K 0.07% 104
2022
Q2 		$915K Sell
3,884
-4
-0.1% -$964 0.07% 109
2022
Q1 		$989K Hold
3,888
– – 0.07% 117
2021
Q4 		$1.04M Sell
3,888
-56
-1% -$14.3K 0.07% 111
2021
Q3 		$975K Sell
3,944
-105
-3% -$26.9K 0.08% 112
2021
Q2 		$1M Buy
4,049
+2
+0% +$478 0.08% 108
2021
Q1 		$926K Buy
4,047
+1,015
+33% +$233K 0.09% 108
2020
Q4 		$678K Buy
3,032
+141
+5% +$30.1K 0.07% 116
2020
Q3 		$590K Sell
2,891
-24
-0.8% -$4.86K 0.07% 116
2020
Q2 		$562K Buy
2,915
+17
+0.6% +$3.19K 0.07% 109
2020
Q1 		$481K Buy
2,898
+1
+0% +$183 0.08% 109
2019
Q4 		$555K Sell
2,897
-128
-4% -$23K 0.07% 118
2019
Q3 		$507K Hold
3,025
– – 0.07% 118
2019
Q2 		$526K Buy
3,025
+28
+0.9% +$4.73K 0.07% 111
2019
Q1 		$501K Buy
2,997
+859
+40% +$146K 0.07% 109
2018
Q4 		$343K Buy
2,138
+399
+23% +$67.6K 0.06% 132
2018
Q3 		$314K Buy
1,739
+3
+0.2% +$516 0.05% 147
2018
Q2 		$276K Sell
1,736
-105
-6% -$16.5K 0.05% 151
2018
Q1 		$283K Buy
1,841
+106
+6% +$16.9K 0.05% 136
2017
Q4 		$267K Buy
1,735
+349
+25% +$53.6K 0.05% 141
2017
Q3 		$211K Buy
1,386
+1
+0.1% +$149 0.04% 143
2017
Q2 		$204K Buy
+1,385
New +$196K 0.04% 137

Other funds holding VHT

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Doyle Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 1.4% in Q3 2022, selling an estimated $13.4K and leaving 3,828 shares worth $856K. The position accounts for 0.07% of the portfolio, ranked #104.

Doyle Wealth Management first reported a position in VHT in Q2 2017 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2021. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

  • Doyle Wealth Management held 3,828 shares of Vanguard Health Care ETF worth $856K as of Q3 2022.
  • Doyle Wealth Management sold 56 Vanguard Health Care ETF shares in Q3 2022, an estimated $13.4K.
  • Vanguard Health Care ETF made up 0.07% of Doyle Wealth Management's portfolio in Q3 2022, its #104 holding.
  • Doyle Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2017 and has held it in 22 quarters since.
  • Doyle Wealth Management's Vanguard Health Care ETF position peaked at $1.04M in Q4 2021.
  • 841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.