Lehman & Derafelo Financial Resources’s Vanguard Health Care ETF VHT Stock Holding History

Lehman & Derafelo Financial Resources’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	–	Sell	-183	Closed	-$41K	–	192
2022 Q3	$41K	Hold	183	–	–	0.01%	132
2022 Q2	$43K	Buy	+183	New	+$44.1K	0.01%	136
2021 Q4	–	Sell	-183	Closed	-$45K	–	183
2021 Q3	$45K	Hold	183	–	–	0.01%	136
2021 Q2	$45K	Hold	183	–	–	0.01%	155
2021 Q1	$42K	Hold	183	–	–	0.01%	156
2020 Q4	$41K	Hold	183	–	–	0.01%	155
2020 Q3	$37K	Hold	183	–	–	0.01%	181
2020 Q2	$35K	Buy	+183	New	+$34.3K	0.01%	170
2020 Q1	–	Sell	-183	Closed	-$35K	–	214
2019 Q4	$35K	Hold	183	–	–	0.01%	144
2019 Q3	$31K	Buy	+183	New	+$31.3K	0.01%	136

Other funds holding VHT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 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

Lehman & Derafelo Financial Resources's VHT Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Health Care ETF (VHT) in Q4 2022, closing a stake of 183 shares — an estimated $41K sold.

Lehman & Derafelo Financial Resources first reported a position in VHT in Q3 2019 and held it in 10 quarters. The position peaked at $45K in Q3 2021. 941 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Vanguard Health Care ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 183 Vanguard Health Care ETF shares in Q4 2022, an estimated $41K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard Health Care ETF in Q3 2019 and held it in 10 quarters.
Lehman & Derafelo Financial Resources's Vanguard Health Care ETF position peaked at $45K in Q3 2021.
941 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.