Keel Point’s Vanguard Health Care ETF VHT Stock Holding History

Keel Point’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
2023 Q1	–	Sell	-1,228	Closed	-$305K	–	324
2022 Q4	$305K	Sell	1,228 -9	-0.7%	-$2.18K	0.05%	215
2022 Q3	$277K	Buy	1,237 +44	+4%	+$10.5K	0.05%	190
2022 Q2	$295K	Buy	+1,193	New	+$288K	0.05%	204

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Keel Point's VHT Position: Q1 2023 in Review

Keel Point sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 1,228 shares — an estimated $305K sold.

Keel Point first reported a position in VHT in Q2 2022 and held it in 3 quarters. The position peaked at $305K in Q4 2022. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

Keel Point reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
Keel Point sold 1,228 Vanguard Health Care ETF shares in Q1 2023, an estimated $305K.
Keel Point first reported a position in Vanguard Health Care ETF in Q2 2022 and held it in 3 quarters.
Keel Point's Vanguard Health Care ETF position peaked at $305K in Q4 2022.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on Keel Point's 13F filing for Q1 2023, filed 3 Apr 2023.