Goodwin Investment Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Goodwin Investment Advisory’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
2023 Q1	–	Sell	-29	Closed	-$7.19K	–	209
2022 Q4	$7.19K	Hold	29	–	–	0.01%	166
2022 Q3	$6K	Hold	29	–	–	﹤0.01%	168
2022 Q2	$6.83K	Hold	29	–	–	0.01%	121
2022 Q1	$7K	Hold	29	–	–	﹤0.01%	159
2021 Q4	$8K	Hold	29	–	–	0.01%	132
2021 Q3	$7K	Sell	29 -951	-97%	-$244K	0.01%	120
2021 Q2	$137K	Buy	980 +951	+3,279%	+$227K	0.15%	31
2021 Q1	$7K	Hold	29	–	–	0.01%	120
2020 Q4	$6K	Buy	+29	New	+$6.2K	0.01%	75

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Goodwin Investment Advisory's VHT Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 29 shares — an estimated $7.19K sold.

Goodwin Investment Advisory first reported a position in VHT in Q4 2020 and held it in 9 quarters. The position peaked at $137K in Q2 2021. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

Goodwin Investment Advisory reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 29 Vanguard Health Care ETF shares in Q1 2023, an estimated $7.19K.
Goodwin Investment Advisory first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 9 quarters.
Goodwin Investment Advisory's Vanguard Health Care ETF position peaked at $137K in Q2 2021.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.