RKL Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

RKL Wealth 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
2023 Q1	–	Sell	-884	Closed	-$219K	–	135
2022 Q4	$219K	Buy	+884	New	+$214K	0.03%	125
2022 Q3	–	Sell	-880	Closed	-$207K	–	137
2022 Q2	$207K	Buy	880 +1	+0.1%	+$241	0.03%	133
2022 Q1	$224K	Buy	+879	New	+$217K	0.03%	133
2015 Q4	–	Sell	-1,950	Closed	-$239K	–	56
2015 Q3	$239K	Buy	+1,950	New	+$267K	0.15%	49

Other funds holding VHT

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

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

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 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

RKL Wealth Management's VHT Position: Q1 2023 in Review

RKL Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 884 shares — an estimated $219K sold.

RKL Wealth Management first reported a position in VHT in Q3 2015 and held it in 4 quarters. The position peaked at $239K in Q3 2015. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

RKL Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
RKL Wealth Management sold 884 Vanguard Health Care ETF shares in Q1 2023, an estimated $219K.
RKL Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2015 and held it in 4 quarters.
RKL Wealth Management's Vanguard Health Care ETF position peaked at $239K in Q3 2015.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on RKL Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.