PCA
VHT icon

Personal Capital Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Personal Capital Advisors’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
Q4 		$417K Sell
1,681
-55
-3% -$13.3K ﹤0.01% 330
2022
Q3 		$388K Sell
1,736
-73
-4% -$17.4K ﹤0.01% 322
2022
Q2 		$426K Buy
1,809
+231
+15% +$55.7K ﹤0.01% 292
2022
Q1 		$401K Sell
1,578
-198
-11% -$48.9K ﹤0.01% 338
2021
Q4 		$472K Buy
1,776
+21
+1% +$5.36K ﹤0.01% 344
2021
Q3 		$434K Sell
1,755
-517
-23% -$133K ﹤0.01% 330
2021
Q2 		$561K Buy
2,272
+177
+8% +$42.3K ﹤0.01% 296
2021
Q1 		$479K Sell
2,095
-2,105
-50% -$483K ﹤0.01% 310
2020
Q4 		$940K Buy
4,200
+749
+22% +$160K 0.01% 256
2020
Q3 		$704K Buy
3,451
+208
+6% +$42.1K 0.01% 261
2020
Q2 		$625K Sell
3,243
-114
-3% -$21.4K 0.01% 242
2020
Q1 		$558K Buy
3,357
+656
+24% +$120K 0.01% 249
2019
Q4 		$518K Buy
2,701
+83
+3% +$14.9K ﹤0.01% 258
2019
Q3 		$439K Buy
2,618
+687
+36% +$118K ﹤0.01% 260
2019
Q2 		$336K Buy
1,931
+89
+5% +$15K ﹤0.01% 261
2019
Q1 		$318K Buy
1,842
+430
+30% +$72.9K ﹤0.01% 263
2018
Q4 		$227K Buy
+1,412
New +$239K ﹤0.01% 283

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Personal Capital Advisors's VHT Position: Q4 2022 in Review

Personal Capital Advisors reduced its Vanguard Health Care ETF (VHT) stake by 3.2% in Q4 2022, selling an estimated $13.3K and leaving 1,681 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Personal Capital Advisors first reported a position in VHT in Q4 2018 and has held it in 17 quarters since. The position peaked at $940K in Q4 2020. 942 funds tracked by Wall St. Rank hold VHT as of Q4 2022.

  • Personal Capital Advisors held 1,681 shares of Vanguard Health Care ETF worth $417K as of Q4 2022.
  • Personal Capital Advisors sold 55 Vanguard Health Care ETF shares in Q4 2022, an estimated $13.3K.
  • Vanguard Health Care ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #330 holding.
  • Personal Capital Advisors first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 17 quarters since.
  • Personal Capital Advisors's Vanguard Health Care ETF position peaked at $940K in Q4 2020.
  • 942 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.