Marco Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Marco Investment 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	–	Sell	-810	Closed	-$206K	–	215
2022 Q1	$206K	Hold	810	–	–	0.02%	202
2021 Q4	$216K	Sell	810 -46	-5%	-$11.7K	0.02%	206
2021 Q3	$212K	Sell	856 -300	-26%	-$77K	0.02%	203
2021 Q2	$286K	Hold	1,156	–	–	0.03%	171
2021 Q1	$264K	Hold	1,156	–	–	0.03%	168
2020 Q4	$259K	Buy	+1,156	New	+$247K	0.04%	167
2018 Q4	–	Sell	-2,540	Closed	-$458K	–	190
2018 Q3	$458K	Hold	2,540	–	–	0.07%	144
2018 Q2	$404K	Hold	2,540	–	–	0.06%	150
2018 Q1	$390K	Hold	2,540	–	–	0.06%	149
2017 Q4	$392K	Buy	2,540 +1,100	+76%	+$169K	0.06%	149
2017 Q3	$219K	Buy	+1,440	New	+$215K	0.03%	178

Other funds holding VHT

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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