EWM
VHT icon

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

Executive 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
-832
Closed -$221K – 209
2021
Q4 		$221K Buy
832
+8
+1% +$2.04K 0.02% 180
2021
Q3 		$203K Sell
824
-246
-23% -$63.1K 0.02% 179
2021
Q2 		$264K Sell
1,070
-1,056
-50% -$252K 0.03% 165
2021
Q1 		$486K Buy
2,126
+308
+17% +$70.6K 0.06% 133
2020
Q4 		$406K Buy
+1,818
New +$389K 0.05% 129
2019
Q3 		– Sell
-300
Closed -$52K – 774
2019
Q2 		$52K Hold
300
– – 0.01% 289
2019
Q1 		$52K Sell
300
-4
-1% -$678 0.01% 265
2018
Q4 		$49K Buy
+304
New +$51.5K 0.01% 284

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return