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

MTM 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
2023 Q1	–	Sell	-126	Closed	-$31.3K	–	274
2022 Q4	$31.3K	Buy	+126	New	+$30.5K	0.02%	222
2022 Q3	–	Sell	-126	Closed	-$30K	–	278
2022 Q2	$30K	Hold	126	–	–	0.02%	225
2022 Q1	$32K	Hold	126	–	–	0.02%	239
2021 Q4	$34K	Hold	126	–	–	0.02%	235
2021 Q3	$31K	Hold	126	–	–	0.02%	217
2021 Q2	$31K	Hold	126	–	–	0.02%	215
2021 Q1	$29K	Buy	+126	New	+$28.9K	0.02%	207

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

MTM Investment Management's VHT Position: Q1 2023 in Review

MTM Investment Management sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 126 shares — an estimated $31.3K sold.

MTM Investment Management first reported a position in VHT in Q1 2021 and held it in 7 quarters. The position peaked at $34K in Q4 2021. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

MTM Investment Management reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
MTM Investment Management sold 126 Vanguard Health Care ETF shares in Q1 2023, an estimated $31.3K.
MTM Investment Management first reported a position in Vanguard Health Care ETF in Q1 2021 and held it in 7 quarters.
MTM Investment Management's Vanguard Health Care ETF position peaked at $34K in Q4 2021.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on MTM Investment Management's 13F filing for Q1 2023, filed 3 May 2023.