Principal Financial Group
VHT icon

Principal Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Principal Financial 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
2021
Q4 		– Sell
-3,548
Closed -$877K – 2641
2021
Q3 		$877K Sell
3,548
-50
-1% -$12.8K ﹤0.01% 2039
2021
Q2 		$889K Buy
3,598
+467
+15% +$112K ﹤0.01% 2069
2021
Q1 		$716K Buy
3,131
+58
+2% +$13.3K ﹤0.01% 2063
2020
Q4 		$688K Buy
3,073
+165
+6% +$35.3K ﹤0.01% 2031
2020
Q3 		$593K Sell
2,908
-417
-13% -$84.4K ﹤0.01% 1982
2020
Q2 		$641K Sell
3,325
-13
-0.4% -$2.44K ﹤0.01% 1913
2020
Q1 		$554K Sell
3,338
-29
-0.9% -$5.3K ﹤0.01% 1845
2019
Q4 		$646K Sell
3,367
-56
-2% -$10K ﹤0.01% 1900
2019
Q3 		$574K Buy
3,423
+125
+4% +$21.4K ﹤0.01% 1919
2019
Q2 		$574K Buy
3,298
+209
+7% +$35.3K ﹤0.01% 1936
2019
Q1 		$533K Buy
3,089
+269
+10% +$45.6K ﹤0.01% 1921
2018
Q4 		$453K Buy
+2,820
New +$478K ﹤0.01% 1936

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return