Partners Capital Investment Group’s Vanguard Health Care ETF VHT Stock Holding History

Partners Capital Investment Group’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	-27,232	Closed	-$6.93M	–	132
2022 Q1	$6.93M	Sell	27,232 -46,582	-63%	-$11.5M	0.34%	59
2021 Q4	$19.7M	Buy	73,814 +324	+0.4%	+$82.6K	0.91%	43
2021 Q3	$18.2M	Sell	73,490 -14,788	-17%	-$3.79M	0.83%	49
2021 Q2	$21.8M	Sell	88,278 -3,077	-3%	-$735K	0.97%	46
2021 Q1	$20.9M	Sell	91,355 -91,355	-50%	-$21M	0.92%	43
2020 Q4	$40.9M	Buy	182,710 +117,292	+179%	+$25.1M	1.17%	39
2020 Q3	$13.3M	Sell	65,418 -125,851	-66%	-$25.5M	0.82%	42
2020 Q2	$36.8M	Buy	191,269 +110,950	+138%	+$20.8M	1.82%	13
2020 Q1	$13.3M	Buy	+80,319	New	+$14.7M	0.91%	25

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Partners Capital Investment Group's VHT Position: Q2 2022 in Review

Partners Capital Investment Group sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 27,232 shares — an estimated $6.93M sold.

Partners Capital Investment Group first reported a position in VHT in Q1 2020 and held it in 9 quarters. The position peaked at $40.9M in Q4 2020. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Partners Capital Investment Group reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
Partners Capital Investment Group sold 27,232 Vanguard Health Care ETF shares in Q2 2022, an estimated $6.93M.
Partners Capital Investment Group first reported a position in Vanguard Health Care ETF in Q1 2020 and held it in 9 quarters.
Partners Capital Investment Group's Vanguard Health Care ETF position peaked at $40.9M in Q4 2020.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Partners Capital Investment Group's 13F filing for Q2 2022, filed 15 Aug 2022.