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

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

Intelligence Driven Advisers's VHT Position: Q4 2022 in Review

Intelligence Driven Advisers sold out of Vanguard Health Care ETF (VHT) in Q4 2022, closing a stake of 10,711 shares — an estimated $2.48M sold.

Intelligence Driven Advisers first reported a position in VHT in Q4 2020 and held it in 7 quarters. The position peaked at $2.48M in Q3 2022. 942 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

Intelligence Driven Advisers reported no remaining Vanguard Health Care ETF position as of Q4 2022 after selling out during the quarter.
Intelligence Driven Advisers sold 10,711 Vanguard Health Care ETF shares in Q4 2022, an estimated $2.48M.
Intelligence Driven Advisers first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 7 quarters.
Intelligence Driven Advisers's Vanguard Health Care ETF position peaked at $2.48M in Q3 2022.
942 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Intelligence Driven Advisers's 13F filing for Q4 2022, filed 23 Jan 2023.