RPg Family Wealth Advisory’s Vanguard Health Care ETF VHT Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-270	Closed	-$68.7K	–	316
2022 Q1	$68.7K	Hold	270	–	–	0.03%	138
2021 Q4	$71.9K	Hold	270	–	–	0.03%	150
2021 Q3	$67K	Hold	270	–	–	0.03%	154
2021 Q2	$66.7K	Buy	+270	New	+$64.5K	0.03%	159
2020 Q4	$60.4K	Hold	270	–	–	0.03%	155
2020 Q3	$55.1K	Hold	270	–	–	0.03%	156
2020 Q2	$52K	Hold	270	–	–	0.03%	155
2020 Q1	$44.8K	Sell	270 -2	-0.7%	-$365	0.03%	142
2019 Q4	$52.2K	Sell	272 -180	-40%	-$32.3K	0.03%	158
2019 Q3	$75.8K	Hold	452	–	–	0.05%	134
2019 Q2	$78.6K	Sell	452 -147	-25%	-$24.8K	0.05%	126
2019 Q1	$103K	Buy	599 +329	+122%	+$55.8K	0.06%	114
2018 Q4	$43.4K	Hold	270	–	–	0.04%	115
2018 Q3	$48.7K	Sell	270 -100	-27%	-$17.2K	0.04%	110
2018 Q2	$58.9K	Buy	370 +100	+37%	+$15.7K	0.05%	105
2018 Q1	$41.5K	Hold	270	–	–	0.03%	140
2017 Q4	$41.6K	Hold	270	–	–	0.04%	146
2017 Q3	$41.1K	Hold	270	–	–	0.03%	155
2017 Q2	$39.8K	Hold	270	–	–	0.03%	185
2017 Q1	$37.2K	Buy	+270	New	+$36.4K	0.03%	162

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

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

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

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

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

RPg Family Wealth Advisory's VHT Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 270 shares — an estimated $68.7K sold.

RPg Family Wealth Advisory first reported a position in VHT in Q1 2017 and held it in 20 quarters. The position peaked at $103K in Q1 2019. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 270 Vanguard Health Care ETF shares in Q2 2022, an estimated $68.7K.
RPg Family Wealth Advisory first reported a position in Vanguard Health Care ETF in Q1 2017 and held it in 20 quarters.
RPg Family Wealth Advisory's Vanguard Health Care ETF position peaked at $103K in Q1 2019.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.