Romano Brothers & Co’s Vanguard Health Care ETF VHT Stock Holding History

Romano Brothers & Co’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	-215	Closed	-$53.3K	–	955
2022 Q4	$53.3K	Buy	+215	New	+$52.1K	0.01%	461

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

Romano Brothers & Co's VHT Position: Q1 2023 in Review

Romano Brothers & Co sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 215 shares — an estimated $53.3K sold.

Romano Brothers & Co first reported a position in VHT in Q4 2022 and held it in 1 quarter. The position peaked at $53.3K in Q4 2022. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

Romano Brothers & Co reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 215 Vanguard Health Care ETF shares in Q1 2023, an estimated $53.3K.
Romano Brothers & Co first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Vanguard Health Care ETF position peaked at $53.3K in Q4 2022.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.