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	–	768
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 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

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

Executive Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2022, closing a stake of 832 shares — an estimated $221K sold.

Executive Wealth Management first reported a position in VHT in Q4 2018 and held it in 8 quarters. The position peaked at $486K in Q1 2021. 873 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

Executive Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2022 after selling out during the quarter.
Executive Wealth Management sold 832 Vanguard Health Care ETF shares in Q1 2022, an estimated $221K.
Executive Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 8 quarters.
Executive Wealth Management's Vanguard Health Care ETF position peaked at $486K in Q1 2021.
873 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

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