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Johanson Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Johanson Financial 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
2021
Q4 		$1.56M Sell
5,863
-216
-4% -$55.1K 0.48% 45
2021
Q3 		$1.5M Sell
6,079
-297
-5% -$76.2K 0.52% 46
2021
Q2 		$1.58M Sell
6,376
-68
-1% -$16.3K 0.54% 44
2021
Q1 		$1.5M Sell
6,444
-46
-0.7% -$10.6K 0.55% 45
2020
Q4 		$1.45M Sell
6,490
-95
-1% -$20.3K 0.59% 40
2020
Q3 		$1.36M Sell
6,585
-32
-0.5% -$6.48K 0.61% 40
2020
Q2 		$1.27M Buy
6,617
+693
+12% +$130K 0.64% 37
2020
Q1 		$985K Sell
5,924
-1,413,840
-100% -$258M 0.57% 43
2019
Q4 		$7.4M Buy
1,419,764
+1,410,833
+15,797% +$253M 0.35% 50
2019
Q3 		$1.5M Sell
8,931
-1,370
-13% -$234K 0.78% 35
2019
Q2 		$1.8M Sell
10,301
-849
-8% -$143K 0.96% 34
2019
Q1 		$1.93M Sell
11,150
-41
-0.4% -$6.95K 1.08% 30
2018
Q4 		$1.79M Sell
11,191
-422
-4% -$71.5K 1.21% 27
2018
Q3 		$2.1M Sell
11,613
-185
-2% -$31.8K 1.22% 25
2018
Q2 		$1.87M Sell
11,798
-487
-4% -$76.7K 1.19% 26
2018
Q1 		$1.88M Sell
12,285
-668
-5% -$107K 1.25% 24
2017
Q4 		$1.99M Buy
12,953
+376
+3% +$57.7K 1.32% 23
2017
Q3 		$1.92M Buy
12,577
+46
+0.4% +$6.86K 1.41% 20
2017
Q2 		$1.85M Sell
12,531
-297
-2% -$42K 1.51% 19
2017
Q1 		$1.77M Buy
+12,828
New +$1.73M 1.56% 19
2016
Q4 		– Sell
-14,104
Closed -$1.87M – 65
2016
Q3 		$1.87M Buy
14,104
+1,010
+8% +$136K 2.01% 14
2016
Q2 		$1.71M Buy
13,094
+217
+2% +$27.8K 2.01% 13
2016
Q1 		$1.59M Buy
12,877
+98
+0.8% +$11.9K 1.96% 15
2015
Q4 		$1.69M Buy
+12,779
New +$1.66M 2.21% 14

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Johanson Financial Advisors's VHT Position: Q4 2021 in Review

Johanson Financial Advisors reduced its Vanguard Health Care ETF (VHT) stake by 3.6% in Q4 2021, selling an estimated $55.1K and leaving 5,863 shares worth $1.56M. The position accounts for 0.48% of the portfolio, ranked #45.

Johanson Financial Advisors first reported a position in VHT in Q4 2015 and has held it in 24 quarters since. The position peaked at $7.4M in Q4 2019. 868 funds tracked by Wall St. Rank hold VHT as of Q4 2021.

  • Johanson Financial Advisors held 5,863 shares of Vanguard Health Care ETF worth $1.56M as of Q4 2021.
  • Johanson Financial Advisors sold 216 Vanguard Health Care ETF shares in Q4 2021, an estimated $55.1K.
  • Vanguard Health Care ETF made up 0.48% of Johanson Financial Advisors's portfolio in Q4 2021, its #45 holding.
  • Johanson Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2015 and has held it in 24 quarters since.
  • Johanson Financial Advisors's Vanguard Health Care ETF position peaked at $7.4M in Q4 2019.
  • 868 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.