Palladium Partners’s Vanguard Health Care ETF VHT Stock Holding History

Palladium Partners’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	-760	Closed	-$202K	–	343
2021 Q4	$202K	Buy	+760	New	+$194K	0.01%	330
2020 Q1	–	Sell	-1,054	Closed	-$202K	–	263
2019 Q4	$202K	Buy	+1,054	New	+$189K	0.01%	256
2014 Q2	–	Sell	-926	Closed	-$99K	–	460
2014 Q1	$99K	Buy	+926	New	+$98K	0.01%	293

Other funds holding VHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Palladium Partners's VHT Position: Q1 2022 in Review

Palladium Partners sold out of Vanguard Health Care ETF (VHT) in Q1 2022, closing a stake of 760 shares — an estimated $202K sold.

Palladium Partners first reported a position in VHT in Q1 2014 and held it in 3 quarters. The position peaked at $202K in Q4 2021. 874 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

Palladium Partners reported no remaining Vanguard Health Care ETF position as of Q1 2022 after selling out during the quarter.
Palladium Partners sold 760 Vanguard Health Care ETF shares in Q1 2022, an estimated $202K.
Palladium Partners first reported a position in Vanguard Health Care ETF in Q1 2014 and held it in 3 quarters.
Palladium Partners's Vanguard Health Care ETF position peaked at $202K in Q4 2021.
874 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.