Lumature Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Lumature Wealth Partners’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 Q2	$1.96K	Hold	8	–	–	﹤0.01%	358
2023 Q1	$1.91K	Hold	8	–	–	﹤0.01%	361
2022 Q4	$1.98K	Hold	8	–	–	﹤0.01%	363
2022 Q3	$2K	Hold	8	–	–	﹤0.01%	376
2022 Q2	$2K	Hold	8	–	–	﹤0.01%	390
2022 Q1	$2K	Hold	8	–	–	﹤0.01%	390
2021 Q4	$2K	Hold	8	–	–	﹤0.01%	388
2021 Q3	$2K	Hold	8	–	–	﹤0.01%	390
2021 Q2	$2K	Hold	8	–	–	﹤0.01%	364
2021 Q1	$2K	Buy	+8	New	+$1.83K	﹤0.01%	338

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

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 $20.6B AUM 59.59% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

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

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

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

Lumature Wealth Partners's VHT Position: Q2 2023 in Review

Lumature Wealth Partners held its Vanguard Health Care ETF (VHT) position steady in Q2 2023 at 8 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Lumature Wealth Partners first reported a position in VHT in Q1 2021 and has held it in 10 quarters since. The position peaked at $2K in Q3 2022. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

Lumature Wealth Partners held 8 shares of Vanguard Health Care ETF worth $1.96K as of Q2 2023.
Lumature Wealth Partners left its Vanguard Health Care ETF share count unchanged in Q2 2023.
Vanguard Health Care ETF made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #358 holding.
Lumature Wealth Partners first reported a position in Vanguard Health Care ETF in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Vanguard Health Care ETF position peaked at $2K in Q3 2022.
923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.