Edge Capital Group’s Vanguard Health Care ETF VHT Stock Holding History

Edge Capital 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
2022 Q4	–	Sell	-2,680	Closed	-$600K	–	409
2022 Q3	$600K	Hold	2,680	–	–	0.05%	172
2022 Q2	$631K	Hold	2,680	–	–	0.05%	178
2022 Q1	$682K	Hold	2,680	–	–	0.05%	174
2021 Q4	$714K	Hold	2,680	–	–	0.05%	168
2021 Q3	$662K	Hold	2,680	–	–	0.05%	162
2021 Q2	$662K	Hold	2,680	–	–	0.05%	168
2021 Q1	$613K	Hold	2,680	–	–	0.05%	163
2020 Q4	$600K	Sell	2,680 -185	-6%	-$39.5K	0.05%	159
2020 Q3	$584K	Buy	2,865 +1	+0%	+$202	0.06%	144
2020 Q2	$552K	Buy	2,864 +1	+0%	+$188	0.06%	144
2020 Q1	$476K	Hold	2,863	–	–	0.06%	147
2019 Q4	$549K	Buy	2,863 +1	+0%	+$179	0.05%	159
2019 Q3	$480K	Sell	2,862 -720	-20%	-$123K	0.05%	165
2019 Q2	$623K	Buy	3,582 +2	+0.1%	+$338	0.06%	157
2019 Q1	$618K	Buy	3,580 +1	+0%	+$169	0.06%	156
2018 Q4	$575K	Buy	+3,579	New	+$606K	0.06%	147

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Edge Capital Group's VHT Position: Q4 2022 in Review

Edge Capital Group sold out of Vanguard Health Care ETF (VHT) in Q4 2022, closing a stake of 2,680 shares — an estimated $600K sold.

Edge Capital Group first reported a position in VHT in Q4 2018 and held it in 16 quarters. The position peaked at $714K in Q4 2021. 942 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

Edge Capital Group reported no remaining Vanguard Health Care ETF position as of Q4 2022 after selling out during the quarter.
Edge Capital Group sold 2,680 Vanguard Health Care ETF shares in Q4 2022, an estimated $600K.
Edge Capital Group first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 16 quarters.
Edge Capital Group's Vanguard Health Care ETF position peaked at $714K in Q4 2021.
942 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Edge Capital Group's 13F filing for Q4 2022, filed 7 Feb 2023.