Kore Private Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Kore Private Wealth’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	$848K	Buy	3,790 +385	+11%	+$91.9K	0.15%	93
2022 Q2	$802K	Buy	3,405 +1,715	+101%	+$413K	0.12%	115
2022 Q1	$430K	Buy	1,690 +311	+23%	+$76.8K	0.05%	191
2021 Q4	$367K	Sell	1,379 -13,984	-91%	-$3.57M	0.04%	215
2021 Q3	$3.8M	Buy	15,363 +6,031	+65%	+$1.55M	0.4%	50
2021 Q2	$2.31M	Buy	9,332 +3,100	+50%	+$741K	0.26%	70
2021 Q1	$1.43M	Buy	6,232 +1,777	+40%	+$408K	0.19%	91
2020 Q4	$997K	Buy	4,455 +1,037	+30%	+$222K	0.15%	97
2020 Q3	$697K	Buy	3,418 +80	+2%	+$16.2K	0.13%	110
2020 Q2	$643K	Buy	3,338 +1,303	+64%	+$244K	0.13%	111
2020 Q1	$338K	Sell	2,035 -7,674	-79%	-$1.4M	0.08%	151
2019 Q4	$1.86M	Buy	9,709 +2,863	+42%	+$513K	0.35%	57
2019 Q3	$1.13M	Sell	6,846 -2,153	-24%	-$369K	0.26%	81
2019 Q2	$1.56M	Buy	8,999 +3,117	+53%	+$526K	0.35%	61
2019 Q1	$1.01M	Sell	5,882 -248	-4%	-$42K	0.23%	85
2018 Q4	$984K	Buy	+6,130	New	+$1.04M	0.27%	75

Other funds holding VHT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Kore Private Wealth's VHT Position: Q3 2022 in Review

Kore Private Wealth increased its Vanguard Health Care ETF (VHT) stake by 11% in Q3 2022, buying an estimated $91.9K and bringing the position to 3,790 shares worth $848K. The position accounts for 0.15% of the portfolio, ranked #93.

Kore Private Wealth first reported a position in VHT in Q4 2018 and has held it in 16 quarters since. The position peaked at $3.8M in Q3 2021. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

Kore Private Wealth held 3,790 shares of Vanguard Health Care ETF worth $848K as of Q3 2022.
Kore Private Wealth bought 385 Vanguard Health Care ETF shares in Q3 2022, an estimated $91.9K.
Vanguard Health Care ETF made up 0.15% of Kore Private Wealth's portfolio in Q3 2022, its #93 holding.
Kore Private Wealth first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's Vanguard Health Care ETF position peaked at $3.8M in Q3 2021.
841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.