Kings Point Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Kings Point Capital 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	$24K	Hold	93	–	–	﹤0.01%	453
2021 Q4	$25K	Hold	93	–	–	﹤0.01%	496
2021 Q3	$23K	Hold	93	–	–	﹤0.01%	473
2021 Q2	$23K	Hold	93	–	–	﹤0.01%	447
2021 Q1	$21K	Hold	93	–	–	﹤0.01%	454
2020 Q4	$21K	Hold	93	–	–	﹤0.01%	416
2020 Q3	$19K	Hold	93	–	–	﹤0.01%	422
2020 Q2	$18K	Buy	+93	New	+$17.4K	﹤0.01%	377
2019 Q3	–	Sell	-300	Closed	-$52K	–	493
2019 Q2	$52K	Hold	300	–	–	0.01%	255
2019 Q1	$52K	Hold	300	–	–	0.01%	233
2018 Q4	$48K	Hold	300	–	–	0.01%	224
2018 Q3	$54K	Buy	+300	New	+$51.6K	0.01%	234

Other funds holding VHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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 $7.77B AUM 9.43% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kings Point Capital Management's VHT Position: Q1 2022 in Review

Kings Point Capital Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2022 at 93 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Kings Point Capital Management first reported a position in VHT in Q3 2018 and has held it in 12 quarters since. The position peaked at $54K in Q3 2018. 874 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

Kings Point Capital Management held 93 shares of Vanguard Health Care ETF worth $24K as of Q1 2022.
Kings Point Capital Management left its Vanguard Health Care ETF share count unchanged in Q1 2022.
Vanguard Health Care ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #453 holding.
Kings Point Capital Management first reported a position in Vanguard Health Care ETF in Q3 2018 and has held it in 12 quarters since.
Kings Point Capital Management's Vanguard Health Care ETF position peaked at $54K in Q3 2018.
874 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.