Laurel Wealth Advisors (California)’s Vanguard Health Care ETF VHT Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$9.4M	Sell	37,915 -103	-0.3%	-$25K	0.93%	19
2022 Q3	$8.51M	Sell	38,018 -29	-0.1%	-$6.92K	0.91%	20
2022 Q2	$8.96M	Sell	38,047 -340	-0.9%	-$82K	0.91%	19
2022 Q1	$9.77M	Buy	38,387 +4,836	+14%	+$1.19M	0.81%	20
2021 Q4	$8.94M	Buy	+33,551	New	+$8.56M	0.69%	26

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

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

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

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

Laurel Wealth Advisors (California)'s VHT Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Vanguard Health Care ETF (VHT) stake by 0.27% in Q4 2022, selling an estimated $25K and leaving 37,915 shares worth $9.4M. The position accounts for 0.93% of the portfolio, ranked #19.

Laurel Wealth Advisors (California) first reported a position in VHT in Q4 2021 and has held it in 5 quarters since. The position peaked at $9.77M in Q1 2022. 942 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

Laurel Wealth Advisors (California) held 37,915 shares of Vanguard Health Care ETF worth $9.4M as of Q4 2022.
Laurel Wealth Advisors (California) sold 103 Vanguard Health Care ETF shares in Q4 2022, an estimated $25K.
Vanguard Health Care ETF made up 0.93% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #19 holding.
Laurel Wealth Advisors (California) first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s Vanguard Health Care ETF position peaked at $9.77M in Q1 2022.
942 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.