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Freedman Financial Associates’s Vanguard Health Care ETF VHT Stock Holding History

Freedman Financial Associates’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
-75
Closed -$19K – 405
2022
Q1 		$19K Hold
75
– – 0.01% 304
2021
Q4 		$20K Hold
75
– – 0.01% 288
2021
Q3 		$19K Hold
75
– – 0.01% 296
2021
Q2 		$19K Hold
75
– – 0.01% 296
2021
Q1 		$17K Hold
75
– – 0.01% 311
2020
Q4 		$17K Buy
+75
New +$16K 0.02% 307

Other funds holding VHT

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Freedman Financial Associates's VHT Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 75 shares — an estimated $19K sold.

Freedman Financial Associates first reported a position in VHT in Q4 2020 and held it in 6 quarters. The position peaked at $20K in Q4 2021. 876 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 75 Vanguard Health Care ETF shares in Q2 2022, an estimated $19K.
  • Freedman Financial Associates first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Vanguard Health Care ETF position peaked at $20K in Q4 2021.
  • 876 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.