IDA
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Intelligence Driven Advisers’s Vanguard Health Care ETF VHT Stock Holding History

Intelligence Driven Advisers’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 		– Sell
-10,711
Closed -$2.48M – 119
2022
Q3 		$2.48M Buy
10,711
+6,621
+162% +$1.58M 0.5% 42
2022
Q2 		$979K Buy
4,090
+3,088
+308% +$744K 0.19% 59
2022
Q1 		$264K Buy
1,002
+156
+18% +$38.5K 0.05% 82
2021
Q4 		$202K Buy
+846
New +$216K 0.04% 85
2021
Q3 		– Sell
-929
Closed -$230K – 88
2021
Q2 		$230K Sell
929
-47
-5% -$11.2K 0.04% 83
2021
Q1 		$223K Sell
976
-419
-30% -$96.1K 0.05% 70
2020
Q4 		$312K Buy
+1,395
New +$298K 0.07% 77

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 $564B 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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return