Personal Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Personal Wealth 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 Q2	–	Sell	-3,571	Closed	-$908K	–	65
2022 Q1	$908K	Hold	3,571	–	–	0.4%	29
2021 Q4	$951K	Sell	3,571 -250	-7%	-$63.8K	0.39%	32
2021 Q3	$944K	Hold	3,821	–	–	0.4%	32
2021 Q2	$944K	Hold	3,821	–	–	0.38%	32
2021 Q1	$874K	Hold	3,821	–	–	0.39%	33
2020 Q4	$855K	Hold	3,821	–	–	0.4%	27
2020 Q3	$779K	Sell	3,821 -970	-20%	-$196K	0.41%	25
2020 Q2	$923K	Sell	4,791 -637	-12%	-$120K	0.51%	22
2020 Q1	$902K	Sell	5,428 -1,684	-24%	-$308K	0.54%	22
2019 Q4	$1.36M	Sell	7,112 -1,311	-16%	-$235K	0.59%	23
2019 Q3	$1.41M	Sell	8,423 -217	-3%	-$37.1K	0.65%	22
2019 Q2	$1.5M	Hold	8,640	–	–	0.72%	18
2019 Q1	$1.49M	Hold	8,640	–	–	0.79%	17
2018 Q4	$1.39M	Buy	+8,640	New	+$1.46M	0.87%	11

Other funds holding VHT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Personal Wealth Partners's VHT Position: Q2 2022 in Review

Personal Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 3,571 shares — an estimated $908K sold.

Personal Wealth Partners first reported a position in VHT in Q4 2018 and held it in 14 quarters. The position peaked at $1.5M in Q2 2019. 876 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Personal Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 3,571 Vanguard Health Care ETF shares in Q2 2022, an estimated $908K.
Personal Wealth Partners first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 14 quarters.
Personal Wealth Partners's Vanguard Health Care ETF position peaked at $1.5M in Q2 2019.
876 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.