Lawrence B. Cohen’s Vanguard Health Care ETF VHT Stock Holding History

Lawrence B. Cohen’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	–	Sell	-875	Closed	-$233K	–	94
2021 Q4	$233K	Buy	+875	New	+$223K	0.09%	90
2021 Q2	–	Sell	-1,000	Closed	-$229K	–	76
2021 Q1	$229K	Hold	1,000	–	–	0.12%	71
2020 Q4	$224K	Hold	1,000	–	–	0.12%	70
2020 Q3	$204K	Buy	+1,000	New	+$202K	0.12%	71
2020 Q1	–	Sell	-1,912	Closed	-$367K	–	81
2019 Q4	$367K	Buy	+1,912	New	+$343K	0.22%	65

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

Lawrence B. Cohen's VHT Position: Q1 2022 in Review

Lawrence B. Cohen sold out of Vanguard Health Care ETF (VHT) in Q1 2022, closing a stake of 875 shares — an estimated $233K sold.

Lawrence B. Cohen first reported a position in VHT in Q4 2019 and held it in 5 quarters. The position peaked at $367K in Q4 2019. 874 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

Lawrence B. Cohen reported no remaining Vanguard Health Care ETF position as of Q1 2022 after selling out during the quarter.
Lawrence B. Cohen sold 875 Vanguard Health Care ETF shares in Q1 2022, an estimated $233K.
Lawrence B. Cohen first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 5 quarters.
Lawrence B. Cohen's Vanguard Health Care ETF position peaked at $367K in Q4 2019.
874 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Lawrence B. Cohen's 13F filing for Q1 2022, filed 13 May 2022.