Kowal Investment Group’s Vanguard Health Care ETF VHT Stock Holding History

Kowal Investment Group’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	–	Sell	-271	Closed	-$67K	–	905
2021 Q3	$67K	Buy	+271	New	+$69.5K	0.02%	212

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ETC

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

Kowal Investment Group's VHT Position: Q4 2021 in Review

Kowal Investment Group sold out of Vanguard Health Care ETF (VHT) in Q4 2021, closing a stake of 271 shares — an estimated $67K sold.

Kowal Investment Group first reported a position in VHT in Q3 2021 and held it in 1 quarter. The position peaked at $67K in Q3 2021. 868 funds tracked by Wall St. Rank hold VHT as of Q4 2021.

Kowal Investment Group reported no remaining Vanguard Health Care ETF position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 271 Vanguard Health Care ETF shares in Q4 2021, an estimated $67K.
Kowal Investment Group first reported a position in Vanguard Health Care ETF in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Vanguard Health Care ETF position peaked at $67K in Q3 2021.
868 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.