Fermata Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Fermata Advisors’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 Q2	–	Sell	-935	Closed	-$238K	–	201
2022 Q1	$238K	Buy	935 +16	+2%	+$3.95K	0.09%	151
2021 Q4	$245K	Sell	919 -159	-15%	-$40.5K	0.09%	155
2021 Q3	$266K	Sell	1,078 -281	-21%	-$72.1K	0.12%	133
2021 Q2	$336K	Buy	+1,359	New	+$325K	0.2%	94

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fermata Advisors's VHT Position: Q2 2022 in Review

Fermata Advisors sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 935 shares — an estimated $238K sold.

Fermata Advisors first reported a position in VHT in Q2 2021 and held it in 4 quarters. The position peaked at $336K in Q2 2021. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Fermata Advisors reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
Fermata Advisors sold 935 Vanguard Health Care ETF shares in Q2 2022, an estimated $238K.
Fermata Advisors first reported a position in Vanguard Health Care ETF in Q2 2021 and held it in 4 quarters.
Fermata Advisors's Vanguard Health Care ETF position peaked at $336K in Q2 2021.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Fermata Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.