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

OLIO 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
2022
Q2 		– Sell
-802
Closed -$204K – 47
2022
Q1 		$204K Sell
802
-192
-19% -$47.4K 0.12% 45
2021
Q4 		$265K Buy
+994
New +$253K 0.16% 37

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

OLIO Financial Planning's VHT Position: Q2 2022 in Review

OLIO Financial Planning sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 802 shares — an estimated $204K sold.

OLIO Financial Planning first reported a position in VHT in Q4 2021 and held it in 2 quarters. The position peaked at $265K in Q4 2021. 876 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

  • OLIO Financial Planning reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
  • OLIO Financial Planning sold 802 Vanguard Health Care ETF shares in Q2 2022, an estimated $204K.
  • OLIO Financial Planning first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 2 quarters.
  • OLIO Financial Planning's Vanguard Health Care ETF position peaked at $265K in Q4 2021.
  • 876 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on OLIO Financial Planning's 13F filing for Q2 2022, filed 15 Jul 2022.