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

Madison 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
2023 Q3	$608K	Hold	2,585	–	–	0.13%	105
2023 Q2	$633K	Hold	2,585	–	–	0.13%	106
2023 Q1	$616K	Buy	2,585 +5	+0.2%	+$1.2K	0.13%	105
2022 Q4	$640K	Hold	2,580	–	–	0.15%	102
2022 Q3	$577K	Hold	2,580	–	–	0.14%	108
2022 Q2	$608K	Hold	2,580	–	–	0.15%	106
2022 Q1	$656K	Hold	2,580	–	–	0.14%	105
2021 Q4	$687K	Sell	2,580 -5	-0.2%	-$1.27K	0.14%	99
2021 Q3	$639K	Hold	2,585	–	–	0.14%	102
2021 Q2	$639K	Hold	2,585	–	–	0.14%	101
2021 Q1	$591K	Buy	2,585 +5	+0.2%	+$1.15K	0.14%	101
2020 Q4	$577K	Hold	2,580	–	–	0.15%	93
2020 Q3	$526K	Buy	2,580 +50	+2%	+$10.1K	0.16%	91
2020 Q2	$487K	Hold	2,530	–	–	0.16%	86
2020 Q1	$420K	Hold	2,530	–	–	0.17%	86
2019 Q4	$485K	Buy	+2,530	New	+$454K	0.14%	102

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $7.77B AUM 9.43% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Madison Wealth Management's VHT Position: Q3 2023 in Review

Madison Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q3 2023 at 2,585 shares worth $608K. The position accounts for 0.13% of the portfolio, ranked #105.

Madison Wealth Management first reported a position in VHT in Q4 2019 and has held it in 16 quarters since. The position peaked at $687K in Q4 2021. 928 funds tracked by Wall St. Rank hold VHT as of Q3 2023.

Madison Wealth Management held 2,585 shares of Vanguard Health Care ETF worth $608K as of Q3 2023.
Madison Wealth Management left its Vanguard Health Care ETF share count unchanged in Q3 2023.
Vanguard Health Care ETF made up 0.13% of Madison Wealth Management's portfolio in Q3 2023, its #105 holding.
Madison Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's Vanguard Health Care ETF position peaked at $687K in Q4 2021.
928 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.