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Integrity Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Integrity 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
2022
Q4 		$278K Sell
1,122
-36
-3% -$8.73K 0.25% 62
2022
Q3 		$259K Hold
1,158
– – 0.24% 62
2022
Q2 		$273K Buy
1,158
+3
+0.3% +$723 0.27% 57
2022
Q1 		$294K Buy
+1,155
New +$285K 0.29% 61

Other funds holding VHT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrity Advisory's VHT Position: Q4 2022 in Review

Integrity Advisory reduced its Vanguard Health Care ETF (VHT) stake by 3.1% in Q4 2022, selling an estimated $8.73K and leaving 1,122 shares worth $278K. The position accounts for 0.25% of the portfolio, ranked #62.

Integrity Advisory first reported a position in VHT in Q1 2022 and has held it in 4 quarters since. The position peaked at $294K in Q1 2022. 941 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

  • Integrity Advisory held 1,122 shares of Vanguard Health Care ETF worth $278K as of Q4 2022.
  • Integrity Advisory sold 36 Vanguard Health Care ETF shares in Q4 2022, an estimated $8.73K.
  • Vanguard Health Care ETF made up 0.25% of Integrity Advisory's portfolio in Q4 2022, its #62 holding.
  • Integrity Advisory first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 4 quarters since.
  • Integrity Advisory's Vanguard Health Care ETF position peaked at $294K in Q1 2022.
  • 941 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.