EMFO LLC’s Vanguard Health Care ETF VHT Stock Holding History

EMFO LLC’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	-200	Closed	-$45K	–	323
2022 Q3	$45K	Hold	200	–	–	0.04%	180
2022 Q2	$47K	Hold	200	–	–	0.05%	187
2022 Q1	$51K	Hold	200	–	–	0.05%	193
2021 Q4	$53K	Hold	200	–	–	0.05%	198
2021 Q3	$49K	Hold	200	–	–	0.04%	210
2021 Q2	$49K	Buy	+200	New	+$47.8K	0.04%	207

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

EMFO LLC's VHT Position: Q4 2022 in Review

EMFO LLC sold out of Vanguard Health Care ETF (VHT) in Q4 2022, closing a stake of 200 shares — an estimated $45K sold.

EMFO LLC first reported a position in VHT in Q2 2021 and held it in 6 quarters. The position peaked at $53K in Q4 2021. 942 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

EMFO LLC reported no remaining Vanguard Health Care ETF position as of Q4 2022 after selling out during the quarter.
EMFO LLC sold 200 Vanguard Health Care ETF shares in Q4 2022, an estimated $45K.
EMFO LLC first reported a position in Vanguard Health Care ETF in Q2 2021 and held it in 6 quarters.
EMFO LLC's Vanguard Health Care ETF position peaked at $53K in Q4 2021.
942 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on EMFO LLC's 13F filing for Q4 2022, filed 2 Feb 2023.