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Patriot Financial Group Insurance Agency’s Vanguard Health Care ETF VHT Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-779
Closed -$184K – 1886
2022
Q2 		$184K Buy
779
+30
+4% +$7.23K 0.04% 400
2022
Q1 		$191K Sell
749
-750
-50% -$185K 0.03% 420
2021
Q4 		$399K Sell
1,499
-344
-19% -$87.7K 0.07% 285
2021
Q3 		$455K Sell
1,843
-10
-0.5% -$2.56K 0.08% 256
2021
Q2 		$458K Sell
1,853
-36
-2% -$8.6K 0.08% 244
2021
Q1 		$432K Sell
1,889
-185
-9% -$42.4K 0.1% 217
2020
Q4 		$464K Buy
2,074
+1,137
+121% +$243K 0.12% 190
2020
Q3 		$191K Buy
937
+330
+54% +$66.8K 0.06% 272
2020
Q2 		$117K Buy
607
+510
+526% +$95.7K 0.04% 322
2020
Q1 		$16K Buy
97
+58
+149% +$10.6K 0.01% 726
2019
Q4 		$7K Sell
39
-100
-72% -$17.9K ﹤0.01% 918
2019
Q3 		$23K Hold
139
– – 0.01% 613
2019
Q2 		$24K Hold
139
– – 0.01% 596
2019
Q1 		$24K Buy
139
+58
+72% +$9.83K 0.01% 511
2018
Q4 		$13K Buy
81
+3
+4% +$508 0.01% 565
2018
Q3 		$14K Buy
+78
New +$13.4K 0.01% 564
2018
Q2 		– Sell
-24
Closed -$4K – 912
2018
Q1 		$4K Hold
24
– – ﹤0.01% 796
2017
Q4 		$4K Hold
24
– – ﹤0.01% 787
2017
Q3 		$4K Hold
24
– – ﹤0.01% 753
2017
Q2 		$3K Hold
24
– – ﹤0.01% 797
2017
Q1 		$3K Hold
24
– – ﹤0.01% 729
2016
Q4 		$3K Buy
+24
New +$3.06K ﹤0.01% 657

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 $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
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

Patriot Financial Group Insurance Agency's VHT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Health Care ETF (VHT) in Q3 2022, closing a stake of 779 shares — an estimated $184K sold.

Patriot Financial Group Insurance Agency first reported a position in VHT in Q4 2016 and held it in 22 quarters. The position peaked at $464K in Q4 2020. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Vanguard Health Care ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 779 Vanguard Health Care ETF shares in Q3 2022, an estimated $184K.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Health Care ETF in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's Vanguard Health Care ETF position peaked at $464K in Q4 2020.
  • 841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.