Resource Management’s Vanguard Health Care ETF VHT Stock Holding History

Resource Management’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	$466K	Buy	1,749 +4	+0.2%	+$1.02K	0.05%	113
2021 Q3	$431K	Buy	1,745 +40	+2%	+$10.3K	0.05%	113
2021 Q2	$421K	Buy	1,705 +253	+17%	+$60.5K	0.05%	118
2021 Q1	$332K	Buy	1,452 +89	+7%	+$20.4K	0.04%	130
2020 Q4	$305K	Buy	1,363 +1	+0.1%	+$214	0.04%	125
2020 Q3	$278K	Sell	1,362 -604	-31%	-$122K	0.05%	123
2020 Q2	$378K	Buy	1,966 +250	+15%	+$46.9K	0.07%	93
2020 Q1	$285K	Buy	1,716 +606	+55%	+$111K	0.06%	103
2019 Q4	$213K	Buy	+1,110	New	+$199K	0.03%	142

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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 $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ETC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Resource Management's VHT Position: Q4 2021 in Review

Resource Management increased its Vanguard Health Care ETF (VHT) stake by 0.23% in Q4 2021, buying an estimated $1.02K and bringing the position to 1,749 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #113.

Resource Management first reported a position in VHT in Q4 2019 and has held it in 9 quarters since. 869 funds tracked by Wall St. Rank hold VHT as of Q4 2021.

Resource Management held 1,749 shares of Vanguard Health Care ETF worth $466K as of Q4 2021.
Resource Management bought 4 Vanguard Health Care ETF shares in Q4 2021, an estimated $1.02K.
Vanguard Health Care ETF made up 0.05% of Resource Management's portfolio in Q4 2021, its #113 holding.
Resource Management first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 9 quarters since.
869 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.