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 $1.89T 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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Marco Investment Management's VHT Position: Q2 2022 in Review

Marco Investment Management sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 810 shares — an estimated $206K sold.

Marco Investment Management first reported a position in VHT in Q3 2017 and held it in 11 quarters. The position peaked at $458K in Q3 2018. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Marco Investment Management reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
Marco Investment Management sold 810 Vanguard Health Care ETF shares in Q2 2022, an estimated $206K.
Marco Investment Management first reported a position in Vanguard Health Care ETF in Q3 2017 and held it in 11 quarters.
Marco Investment Management's Vanguard Health Care ETF position peaked at $458K in Q3 2018.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Marco Investment Management's 13F filing for Q2 2022, filed 5 Aug 2022.