NFP
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Novak Financial Planning’s Vanguard Health Care ETF VHT Stock Holding History

Novak Financial Planning’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
2021
Q2 		$2.35M Sell
9,509
-97
-1% -$23.2K 1.15% 26
2021
Q1 		$2.2M Buy
9,606
+1
+0% +$229 1.21% 25
2020
Q4 		$2.15M Buy
+9,605
New +$2.05M 1.27% 24

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Novak Financial Planning's VHT Position: Q2 2021 in Review

Novak Financial Planning reduced its Vanguard Health Care ETF (VHT) stake by 1% in Q2 2021, selling an estimated $23.2K and leaving 9,509 shares worth $2.35M. The position accounts for 1.15% of the portfolio, ranked #26.

Novak Financial Planning first reported a position in VHT in Q4 2020 and has held it in 3 quarters since. 739 funds tracked by Wall St. Rank hold VHT as of Q2 2021.

  • Novak Financial Planning held 9,509 shares of Vanguard Health Care ETF worth $2.35M as of Q2 2021.
  • Novak Financial Planning sold 97 Vanguard Health Care ETF shares in Q2 2021, an estimated $23.2K.
  • Vanguard Health Care ETF made up 1.15% of Novak Financial Planning's portfolio in Q2 2021, its #26 holding.
  • Novak Financial Planning first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 3 quarters since.
  • 739 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.