Loveless Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Loveless Wealth 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
2022 Q2	$1.33M	Hold	5,655	–	–	0.87%	38
2022 Q1	$1.44M	Buy	5,655 +110	+2%	+$27.2K	0.81%	42
2021 Q4	$1.48M	Buy	5,545 +160	+3%	+$40.8K	0.81%	44
2021 Q3	$1.33M	Buy	5,385 +150	+3%	+$38.5K	0.81%	47
2021 Q2	$1.29M	Hold	5,235	–	–	0.79%	47
2021 Q1	$1.2M	Hold	5,235	–	–	0.79%	45
2020 Q4	$1.17M	Hold	5,235	–	–	0.86%	41
2020 Q3	$1.07M	Buy	5,235 +100	+2%	+$20.2K	0.9%	44
2020 Q2	$989K	Hold	5,135	–	–	0.92%	39
2020 Q1	$853K	Sell	5,135 -300	-6%	-$54.8K	1%	37
2019 Q4	$1.03M	Buy	+5,435	New	+$975K	0.89%	40

Other funds holding VHT

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Loveless Wealth Management's VHT Position: Q2 2022 in Review

Loveless Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2022 at 5,655 shares worth $1.33M. The position accounts for 0.87% of the portfolio, ranked #38.

Loveless Wealth Management first reported a position in VHT in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.48M in Q4 2021. 876 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Loveless Wealth Management held 5,655 shares of Vanguard Health Care ETF worth $1.33M as of Q2 2022.
Loveless Wealth Management left its Vanguard Health Care ETF share count unchanged in Q2 2022.
Vanguard Health Care ETF made up 0.87% of Loveless Wealth Management's portfolio in Q2 2022, its #38 holding.
Loveless Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Vanguard Health Care ETF position peaked at $1.48M in Q4 2021.
876 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.