Harrison & Co Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Harrison & Co Wealth 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	$1.34M	Buy	5,417 +273	+5%	+$66.2K	1.3%	20
2022 Q3	$1.15M	Sell	5,144 -526	-9%	-$126K	1.22%	21
2022 Q2	$1.33M	Buy	5,670 +23	+0.4%	+$5.54K	1.27%	21
2022 Q1	$1.44M	Sell	5,647 -34	-0.6%	-$8.4K	1.26%	16
2021 Q4	$1.51M	Buy	+5,681	New	+$1.45M	1.28%	16

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harrison & Co Wealth Management's VHT Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 5.3% in Q4 2022, buying an estimated $66.2K and bringing the position to 5,417 shares worth $1.34M. The position accounts for 1.3% of the portfolio, ranked #20.

Harrison & Co Wealth Management first reported a position in VHT in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.51M in Q4 2021. 942 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

Harrison & Co Wealth Management held 5,417 shares of Vanguard Health Care ETF worth $1.34M as of Q4 2022.
Harrison & Co Wealth Management bought 273 Vanguard Health Care ETF shares in Q4 2022, an estimated $66.2K.
Vanguard Health Care ETF made up 1.3% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #20 holding.
Harrison & Co Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 5 quarters since.
Harrison & Co Wealth Management's Vanguard Health Care ETF position peaked at $1.51M in Q4 2021.
942 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.