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Jeppson Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Jeppson Wealth Management’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
Q1 		– Sell
-778
Closed -$207K – 179
2021
Q4 		$207K Buy
+778
New +$198K 0.1% 148
2020
Q4 		– Sell
-803
Closed -$164K – 442
2020
Q3 		$164K Buy
+803
New +$163K 0.13% 126

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Jeppson Wealth Management's VHT Position: Q1 2022 in Review

Jeppson Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2022, closing a stake of 778 shares — an estimated $207K sold.

Jeppson Wealth Management first reported a position in VHT in Q3 2020 and held it in 2 quarters. The position peaked at $207K in Q4 2021. 873 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

  • Jeppson Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2022 after selling out during the quarter.
  • Jeppson Wealth Management sold 778 Vanguard Health Care ETF shares in Q1 2022, an estimated $207K.
  • Jeppson Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2020 and held it in 2 quarters.
  • Jeppson Wealth Management's Vanguard Health Care ETF position peaked at $207K in Q4 2021.
  • 873 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Jeppson Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.