Goldstein Munger & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Goldstein Munger & 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 Q3	$7.18M	Buy	32,117 +179	+0.6%	+$42.7K	2.37%	12
2022 Q2	$7.52M	Buy	31,938 +629	+2%	+$152K	2.26%	12
2022 Q1	$7.96M	Buy	31,309 +31	+0.1%	+$7.66K	2.06%	12
2021 Q4	$8.33M	Buy	31,278 +362	+1%	+$92.3K	2.1%	12
2021 Q3	$7.64M	Sell	30,916 -277	-0.9%	-$71.1K	2.05%	12
2021 Q2	$7.71M	Sell	31,193 -142	-0.5%	-$33.9K	2.03%	12
2021 Q1	$7.17M	Buy	31,335 +4,725	+18%	+$1.08M	2%	12
2020 Q4	$5.95M	Buy	26,610 +1,226	+5%	+$262K	1.76%	13
2020 Q3	$5.18M	Buy	25,384 +2,546	+11%	+$515K	1.74%	13
2020 Q2	$4.4M	Buy	+22,838	New	+$4.29M	1.66%	14

Other funds holding VHT

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

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 San Francisco, California $530B AUM 22.01% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldstein Munger & Associates's VHT Position: Q3 2022 in Review

Goldstein Munger & Associates increased its Vanguard Health Care ETF (VHT) stake by 0.56% in Q3 2022, buying an estimated $42.7K and bringing the position to 32,117 shares worth $7.18M. The position accounts for 2.37% of the portfolio, ranked #12.

Goldstein Munger & Associates first reported a position in VHT in Q2 2020 and has held it in 10 quarters since. The position peaked at $8.33M in Q4 2021. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

Goldstein Munger & Associates held 32,117 shares of Vanguard Health Care ETF worth $7.18M as of Q3 2022.
Goldstein Munger & Associates bought 179 Vanguard Health Care ETF shares in Q3 2022, an estimated $42.7K.
Vanguard Health Care ETF made up 2.37% of Goldstein Munger & Associates's portfolio in Q3 2022, its #12 holding.
Goldstein Munger & Associates first reported a position in Vanguard Health Care ETF in Q2 2020 and has held it in 10 quarters since.
Goldstein Munger & Associates's Vanguard Health Care ETF position peaked at $8.33M in Q4 2021.
841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.