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Heritage Wealth Management (Arizona)’s Vanguard Health Care ETF VHT Stock Holding History

Heritage Wealth Management (Arizona)’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 		$8.05K Buy
32
+16
+100% +$3.88K ﹤0.01% 805
2022
Q3 		$4K Sell
16
-77
-83% -$18.4K ﹤0.01% 800
2022
Q2 		$21.9K Hold
93
– – 0.01% 531
2022
Q1 		$24K Buy
+93
New +$23K 0.01% 572

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VHT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Health Care ETF (VHT) stake by 100% in Q4 2022, buying an estimated $3.88K and bringing the position to 32 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Heritage Wealth Management (Arizona) first reported a position in VHT in Q1 2022 and has held it in 4 quarters since. The position peaked at $24K in Q1 2022. 942 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 32 shares of Vanguard Health Care ETF worth $8.05K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 16 Vanguard Health Care ETF shares in Q4 2022, an estimated $3.88K.
  • Vanguard Health Care ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #805 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Vanguard Health Care ETF position peaked at $24K in Q1 2022.
  • 942 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.