Madden Securities’s Vanguard Health Care ETF VHT Stock Holding History

Madden Securities’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 Q1	–	Sell	-775	Closed	-$192K	–	356
2022 Q4	$192K	Buy	+775	New	+$188K	0.1%	92
2022 Q1	–	Sell	-775	Closed	-$206K	–	135
2021 Q4	$206K	Buy	+775	New	+$198K	0.1%	107

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $495B AUM 43.24% 1-Year Est. Return

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

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

Madden Securities's VHT Position: Q1 2023 in Review

Madden Securities sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 775 shares — an estimated $192K sold.

Madden Securities first reported a position in VHT in Q4 2021 and held it in 2 quarters. The position peaked at $206K in Q4 2021. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

Madden Securities reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
Madden Securities sold 775 Vanguard Health Care ETF shares in Q1 2023, an estimated $192K.
Madden Securities first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 2 quarters.
Madden Securities's Vanguard Health Care ETF position peaked at $206K in Q4 2021.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.