Financial Partners Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Financial Partners Capital 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 Q4	$1.12M	Buy	4,506 +85	+2%	+$20.6K	0.25%	76
2022 Q3	$989K	Buy	4,421 +46	+1%	+$11K	0.23%	80
2022 Q2	$1.03M	Buy	4,375 +78	+2%	+$18.8K	0.22%	83
2022 Q1	$1.09M	Buy	4,297 +266	+7%	+$65.7K	0.2%	84
2021 Q4	$1.07M	Buy	4,031 +75	+2%	+$19.1K	0.19%	83
2021 Q3	$978K	Buy	3,956 +39	+1%	+$10K	0.18%	79
2021 Q2	$968K	Buy	3,917 +82	+2%	+$19.6K	0.18%	74
2021 Q1	$877K	Buy	3,835 +638	+20%	+$146K	0.18%	74
2020 Q4	$715K	Buy	3,197 +236	+8%	+$50.4K	0.16%	67
2020 Q3	$604K	Buy	2,961 +170	+6%	+$34.4K	0.16%	67
2020 Q2	$538K	Buy	2,791 +28	+1%	+$5.25K	0.16%	65
2020 Q1	$459K	Buy	+2,763	New	+$505K	0.15%	65
2018 Q4	$288K	Buy	1,793 +81	+5%	+$13.7K	0.09%	67
2018 Q3	$309K	Buy	+1,712	New	+$294K	0.09%	68

Other funds holding VHT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Partners Capital Management's VHT Position: Q4 2022 in Review

Financial Partners Capital Management increased its Vanguard Health Care ETF (VHT) stake by 1.9% in Q4 2022, buying an estimated $20.6K and bringing the position to 4,506 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #76.

Financial Partners Capital Management first reported a position in VHT in Q3 2018 and has held it in 14 quarters since. 941 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

Financial Partners Capital Management held 4,506 shares of Vanguard Health Care ETF worth $1.12M as of Q4 2022.
Financial Partners Capital Management bought 85 Vanguard Health Care ETF shares in Q4 2022, an estimated $20.6K.
Vanguard Health Care ETF made up 0.25% of Financial Partners Capital Management's portfolio in Q4 2022, its #76 holding.
Financial Partners Capital Management first reported a position in Vanguard Health Care ETF in Q3 2018 and has held it in 14 quarters since.
941 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.