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

Edge 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 Q1	–	Sell	-146	Closed	-$39K	–	445
2021 Q4	$39K	Hold	146	–	–	0.01%	192
2021 Q3	$36K	Hold	146	–	–	0.01%	205
2021 Q2	$36K	Hold	146	–	–	0.01%	216
2021 Q1	$33K	Hold	146	–	–	0.01%	222
2020 Q4	$33K	Hold	146	–	–	0.01%	211
2020 Q3	$30K	Hold	146	–	–	0.01%	233
2020 Q2	$28K	Hold	146	–	–	0.01%	322
2020 Q1	$24K	Hold	146	–	–	0.01%	296
2019 Q4	$28K	Buy	+146	New	+$26.2K	0.01%	304

Other funds holding VHT

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Edge Wealth Management's VHT Position: Q1 2022 in Review

Edge Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2022, closing a stake of 146 shares — an estimated $39K sold.

Edge Wealth Management first reported a position in VHT in Q4 2019 and held it in 9 quarters. The position peaked at $39K in Q4 2021. 873 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

Edge Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 146 Vanguard Health Care ETF shares in Q1 2022, an estimated $39K.
Edge Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 9 quarters.
Edge Wealth Management's Vanguard Health Care ETF position peaked at $39K in Q4 2021.
873 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.