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Engrave Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Engrave Wealth Partners’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
-758
Closed -$202K – 71
2021
Q4 		$202K Buy
+758
New +$193K 0.06% 69

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ETC
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Prudential Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Engrave Wealth Partners's VHT Position: Q1 2022 in Review

Engrave Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q1 2022, closing a stake of 758 shares — an estimated $202K sold.

Engrave Wealth Partners first reported a position in VHT in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 873 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

  • Engrave Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q1 2022 after selling out during the quarter.
  • Engrave Wealth Partners sold 758 Vanguard Health Care ETF shares in Q1 2022, an estimated $202K.
  • Engrave Wealth Partners first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 1 quarter.
  • Engrave Wealth Partners's Vanguard Health Care ETF position peaked at $202K in Q4 2021.
  • 873 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Engrave Wealth Partners's 13F filing for Q1 2022, filed 19 Apr 2022.