Gofen & Glossberg’s Vanguard Health Care ETF VHT Stock Holding History

Gofen & Glossberg’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	$274K	Buy	1,106 +31	+3%	+$7.52K	0.01%	445
2022 Q3	$240K	Hold	1,075	–	–	0.01%	459
2022 Q2	$253K	Hold	1,075	–	–	0.01%	447
2022 Q1	$273K	Sell	1,075 -195	-15%	-$48.2K	0.01%	459
2021 Q4	$338K	Hold	1,270	–	–	0.01%	422
2021 Q3	$314K	Sell	1,270 -20	-2%	-$5.13K	0.01%	426
2021 Q2	$319K	Sell	1,290 -90	-7%	-$21.5K	0.01%	420
2021 Q1	$316K	Buy	+1,380	New	+$317K	0.01%	403

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 $20.6B AUM 59.59% 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

Gofen & Glossberg's VHT Position: Q4 2022 in Review

Gofen & Glossberg increased its Vanguard Health Care ETF (VHT) stake by 2.9% in Q4 2022, buying an estimated $7.52K and bringing the position to 1,106 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #445.

Gofen & Glossberg first reported a position in VHT in Q1 2021 and has held it in 8 quarters since. The position peaked at $338K in Q4 2021. 941 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

Gofen & Glossberg held 1,106 shares of Vanguard Health Care ETF worth $274K as of Q4 2022.
Gofen & Glossberg bought 31 Vanguard Health Care ETF shares in Q4 2022, an estimated $7.52K.
Vanguard Health Care ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #445 holding.
Gofen & Glossberg first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 8 quarters since.
Gofen & Glossberg's Vanguard Health Care ETF position peaked at $338K in Q4 2021.
941 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.