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LifePro Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

LifePro Asset Management’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
2023
Q4 		– Sell
-888
Closed -$209K – 125
2023
Q3 		$209K Sell
888
-532
-37% -$130K 0.17% 93
2023
Q2 		$348K Buy
+1,420
New +$345K 0.27% 74
2022
Q1 		– Sell
-1,195
Closed -$318K – 146
2021
Q4 		$318K Sell
1,195
-104
-8% -$26.5K 0.09% 94
2021
Q3 		$321K Buy
1,299
+66
+5% +$16.9K 0.1% 74
2021
Q2 		$305K Sell
1,233
-4
-0.3% -$956 0.09% 69
2021
Q1 		$283K Sell
1,237
-117
-9% -$26.8K 0.09% 69
2020
Q4 		$303K Buy
+1,354
New +$289K 0.09% 75

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Wells Fargo San Francisco, California $501B 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return