Level Four Financial’s Vanguard Health Care ETF VHT Stock Holding History

Level Four Financial’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 Q3	$665K	Hold	2,691	–	–	0.29%	89
2021 Q2	$665K	Hold	2,691	–	–	0.28%	99
2021 Q1	$616K	Hold	2,691	–	–	0.29%	96
2020 Q4	$602K	Buy	+2,691	New	+$575K	0.26%	103

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

Level Four Financial's VHT Position: Q3 2021 in Review

Level Four Financial held its Vanguard Health Care ETF (VHT) position steady in Q3 2021 at 2,691 shares worth $665K. The position accounts for 0.29% of the portfolio, ranked #89.

Level Four Financial first reported a position in VHT in Q4 2020 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold VHT as of Q3 2021.

Level Four Financial held 2,691 shares of Vanguard Health Care ETF worth $665K as of Q3 2021.
Level Four Financial left its Vanguard Health Care ETF share count unchanged in Q3 2021.
Vanguard Health Care ETF made up 0.29% of Level Four Financial's portfolio in Q3 2021, its #89 holding.
Level Four Financial first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 4 quarters since.
773 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.