Money Concepts Capital’s Vanguard Health Care ETF VHT Stock Holding History

Money Concepts Capital’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	-3,867	Closed	-$959K	–	2812
2022 Q4	$959K	Buy	3,867 +3,798	+5,504%	+$921K	0.04%	304
2022 Q3	$15K	Buy	69 +44	+176%	+$10.5K	﹤0.01%	986
2022 Q2	$6K	Sell	25 -4,088	-99%	-$985K	﹤0.01%	1149
2022 Q1	$1.05M	Buy	4,113 +3,898	+1,813%	+$963K	0.06%	293
2021 Q4	$57K	Buy	+215	New	+$54.8K	﹤0.01%	588
2021 Q1	$49K	Buy	215 +75	+54%	+$17.2K	﹤0.01%	570
2020 Q4	$31K	Buy	+140	New	+$29.9K	﹤0.01%	556

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

Money Concepts Capital's VHT Position: Q1 2023 in Review

Money Concepts Capital sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 3,867 shares — an estimated $959K sold.

Money Concepts Capital first reported a position in VHT in Q4 2020 and held it in 7 quarters. The position peaked at $1.05M in Q1 2022. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

Money Concepts Capital reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 3,867 Vanguard Health Care ETF shares in Q1 2023, an estimated $959K.
Money Concepts Capital first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's Vanguard Health Care ETF position peaked at $1.05M in Q1 2022.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.