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

Masso Torrence 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
2022 Q1	–	Sell	-319	Closed	-$85K	–	343
2021 Q4	$85K	Buy	+319	New	+$81.3K	0.06%	117

Other funds holding VHT

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Masso Torrence Wealth Management's VHT Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2022, closing a stake of 319 shares — an estimated $85K sold.

Masso Torrence Wealth Management first reported a position in VHT in Q4 2021 and held it in 1 quarter. The position peaked at $85K in Q4 2021. 873 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

Masso Torrence Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 319 Vanguard Health Care ETF shares in Q1 2022, an estimated $85K.
Masso Torrence Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 1 quarter.
Masso Torrence Wealth Management's Vanguard Health Care ETF position peaked at $85K in Q4 2021.
873 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.