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IPG Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

IPG Investment Advisors’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
Q3 		– Sell
-2,600
Closed -$612K – 178
2022
Q2 		$612K Sell
2,600
-18
-0.7% -$4.34K 0.15% 74
2022
Q1 		$666K Buy
2,618
+2
+0.1% +$494 0.13% 81
2021
Q4 		$697K Buy
2,616
+4
+0.2% +$1.02K 0.13% 90
2021
Q3 		$646K Sell
2,612
-45
-2% -$11.5K 0.2% 60
2021
Q2 		$657K Buy
2,657
+59
+2% +$14.1K 0.19% 70
2021
Q1 		$594K Buy
2,598
+124
+5% +$28.4K 0.12% 111
2020
Q4 		$554K Buy
2,474
+287
+13% +$61.3K 0.13% 90
2020
Q3 		$446K Buy
2,187
+86
+4% +$17.4K 0.13% 87
2020
Q2 		$405K Buy
2,101
+2
+0.1% +$375 0.14% 82
2020
Q1 		$349K Buy
2,099
+2
+0.1% +$365 0.15% 85
2019
Q4 		$402K Buy
2,097
+4
+0.2% +$717 0.13% 92
2019
Q3 		$351K Hold
2,093
– – 0.12% 88
2019
Q2 		$364K Buy
2,093
+4
+0.2% +$675 0.13% 91
2019
Q1 		$360K Buy
2,089
+4
+0.2% +$678 0.12% 99
2018
Q4 		$335K Buy
2,085
+5
+0.2% +$847 0.13% 95
2018
Q3 		$375K Buy
2,080
+471
+29% +$81K 0.12% 107
2018
Q2 		$256K Hold
1,609
– – 0.09% 127
2018
Q1 		$247K Buy
1,609
+3
+0.2% +$479 0.08% 124
2017
Q4 		$248K Buy
+1,606
New +$246K 0.1% 111

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
Prudential Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

IPG Investment Advisors's VHT Position: Q3 2022 in Review

IPG Investment Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2022, closing a stake of 2,600 shares — an estimated $612K sold.

IPG Investment Advisors first reported a position in VHT in Q4 2017 and held it in 19 quarters. The position peaked at $697K in Q4 2021. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

  • IPG Investment Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2022 after selling out during the quarter.
  • IPG Investment Advisors sold 2,600 Vanguard Health Care ETF shares in Q3 2022, an estimated $612K.
  • IPG Investment Advisors first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 19 quarters.
  • IPG Investment Advisors's Vanguard Health Care ETF position peaked at $697K in Q4 2021.
  • 841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on IPG Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.