Family Management’s Vanguard Health Care ETF VHT Stock Holding History

Family 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
2023 Q3	–	Sell	-1,168	Closed	-$286K	–	175
2023 Q2	$286K	Sell	1,168 -408	-26%	-$99.3K	0.06%	113
2023 Q1	$376K	Hold	1,576	–	–	0.09%	84
2022 Q4	$391K	Hold	1,576	–	–	0.1%	96
2022 Q3	$353K	Hold	1,576	–	–	0.09%	99
2022 Q2	$371K	Buy	1,576 +196	+14%	+$47.2K	0.11%	103
2022 Q1	$351K	Buy	1,380 +196	+17%	+$48.4K	0.1%	117
2021 Q4	$315K	Hold	1,184	–	–	0.08%	131
2021 Q3	$293K	Hold	1,184	–	–	0.08%	132
2021 Q2	$293K	Hold	1,184	–	–	0.08%	141
2021 Q1	$271K	Buy	+1,184	New	+$272K	0.09%	122
2020 Q3	–	Sell	-522	Closed	-$101K	–	169
2020 Q2	$101K	Buy	+522	New	+$97.9K	0.04%	147

Other funds holding VHT

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return