Intersect Capital’s Vanguard Health Care ETF VHT Stock Holding History

Intersect Capital’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 Q2	$384K	Hold	1,629	–	–	0.12%	191
2022 Q1	$414K	Buy	1,629 +65	+4%	+$16.1K	0.08%	229
2021 Q4	$417K	Sell	1,564 -142	-8%	-$36.2K	0.08%	232
2021 Q3	$422K	Hold	1,706	–	–	0.07%	217
2021 Q2	$422K	Buy	1,706 +25	+1%	+$5.97K	0.07%	204
2021 Q1	$385K	Hold	1,681	–	–	0.08%	206
2020 Q4	$376K	Hold	1,681	–	–	0.08%	184
2020 Q3	$343K	Hold	1,681	–	–	0.09%	158
2020 Q2	$324K	Sell	1,681 -1,022	-38%	-$192K	0.1%	136
2020 Q1	$449K	Hold	2,703	–	–	0.18%	97
2019 Q4	$518K	Buy	2,703 +142	+6%	+$25.5K	0.17%	96
2019 Q3	$429K	Buy	+2,561	New	+$438K	0.16%	105
2018 Q1	–	Sell	-1,550	Closed	-$239K	–	125
2017 Q4	$239K	Hold	1,550	–	–	0.13%	104
2017 Q3	$236K	Hold	1,550	–	–	0.13%	103
2017 Q2	$228K	Buy	+1,550	New	+$219K	0.14%	98

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Intersect Capital's VHT Position: Q2 2022 in Review

Intersect Capital held its Vanguard Health Care ETF (VHT) position steady in Q2 2022 at 1,629 shares worth $384K. The position accounts for 0.12% of the portfolio, ranked #191.

Intersect Capital first reported a position in VHT in Q2 2017 and has held it in 15 quarters since. The position peaked at $518K in Q4 2019. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Intersect Capital held 1,629 shares of Vanguard Health Care ETF worth $384K as of Q2 2022.
Intersect Capital left its Vanguard Health Care ETF share count unchanged in Q2 2022.
Vanguard Health Care ETF made up 0.12% of Intersect Capital's portfolio in Q2 2022, its #191 holding.
Intersect Capital first reported a position in Vanguard Health Care ETF in Q2 2017 and has held it in 15 quarters since.
Intersect Capital's Vanguard Health Care ETF position peaked at $518K in Q4 2019.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.