Liberty Wealth Management’s VanEck Pharmaceutical ETF PPH Stock Holding History

Liberty Wealth Management’s Portfolio PPH Stock Details PPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,207	Closed	-$90K	–	853
2021 Q3	$90K	Buy	1,207 +607	+101%	+$45.3K	0.03%	310
2021 Q2	$44K	Buy	600 +4	+0.7%	+$285	0.02%	349
2021 Q1	$40K	Hold	596	–	–	0.02%	325
2020 Q4	$40K	Buy	596 +4	+0.7%	+$256	0.02%	321
2020 Q3	$37K	Buy	592 +2	+0.3%	+$126	0.02%	281
2020 Q2	$37K	Buy	590 +4	+0.7%	+$242	0.03%	266
2020 Q1	$32K	Buy	586 +2	+0.3%	+$123	0.03%	275
2019 Q4	$38K	Buy	584 +26	+5%	+$1.57K	0.03%	306
2019 Q3	$32K	Buy	558 +3	+0.5%	+$172	0.03%	315
2019 Q2	$33K	Buy	555 +3	+0.5%	+$174	0.03%	325
2019 Q1	$33K	Buy	552 +2	+0.4%	+$118	0.02%	270
2018 Q4	$30K	Buy	+550	New	+$33.3K	0.02%	268

Other funds holding PPH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Liberty Wealth Management's PPH Position: Q4 2021 in Review

Liberty Wealth Management sold out of VanEck Pharmaceutical ETF (PPH) in Q4 2021, closing a stake of 1,207 shares — an estimated $90K sold.

Liberty Wealth Management first reported a position in PPH in Q4 2018 and held it in 12 quarters. The position peaked at $90K in Q3 2021. 63 funds tracked by Wall St. Rank hold PPH as of Q4 2021.

Liberty Wealth Management reported no remaining VanEck Pharmaceutical ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,207 VanEck Pharmaceutical ETF shares in Q4 2021, an estimated $90K.
Liberty Wealth Management first reported a position in VanEck Pharmaceutical ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's VanEck Pharmaceutical ETF position peaked at $90K in Q3 2021.
63 funds tracked by Wall St. Rank held VanEck Pharmaceutical ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.