Reilly Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Reilly Financial 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
2021 Q4	$29K	Buy	108 +25	+30%	+$6.38K	﹤0.01%	504
2021 Q3	$21K	Buy	+83	New	+$21.3K	﹤0.01%	522
2015 Q2	–	Sell	-600	Closed	-$81K	–	1429
2015 Q1	$81K	Buy	+600	New	+$79K	0.01%	311
2014 Q1	–	Sell	-29	Closed	-$3K	–	859
2013 Q4	$3K	Buy	+29	New	+$2.84K	﹤0.01%	765

Other funds holding VHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 $8.14B AUM 14.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Reilly Financial Advisors's VHT Position: Q4 2021 in Review

Reilly Financial Advisors increased its Vanguard Health Care ETF (VHT) stake by 30% in Q4 2021, buying an estimated $6.38K and bringing the position to 108 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Reilly Financial Advisors first reported a position in VHT in Q4 2013 and has held it in 4 quarters since. The position peaked at $81K in Q1 2015. 868 funds tracked by Wall St. Rank hold VHT as of Q4 2021.

Reilly Financial Advisors held 108 shares of Vanguard Health Care ETF worth $29K as of Q4 2021.
Reilly Financial Advisors bought 25 Vanguard Health Care ETF shares in Q4 2021, an estimated $6.38K.
Vanguard Health Care ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #504 holding.
Reilly Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2013 and has held it in 4 quarters since.
Reilly Financial Advisors's Vanguard Health Care ETF position peaked at $81K in Q1 2015.
868 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.