Samalin Investment Counsel’s Vanguard Health Care ETF VHT Stock Holding History

Samalin Investment Counsel’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 Q2	–	Sell	-889	Closed	-$212K	–	292
2023 Q1	$212K	Hold	889	–	–	0.13%	219
2022 Q4	$220K	Buy	+889	New	+$216K	0.14%	209
2022 Q1	–	Sell	-1,157	Closed	-$308K	–	269
2021 Q4	$308K	Buy	1,157 +2	+0.2%	+$510	0.18%	164
2021 Q3	$286K	Buy	1,155 +109	+10%	+$28K	0.19%	173
2021 Q2	$258K	Sell	1,046 -14	-1%	-$3.35K	0.17%	190
2021 Q1	$242K	Buy	+1,060	New	+$243K	0.16%	193
2020 Q1	–	Sell	-240	Closed	-$46K	–	502
2019 Q4	$46K	Buy	+240	New	+$43K	0.04%	293

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

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

Samalin Investment Counsel's VHT Position: Q2 2023 in Review

Samalin Investment Counsel sold out of Vanguard Health Care ETF (VHT) in Q2 2023, closing a stake of 889 shares — an estimated $212K sold.

Samalin Investment Counsel first reported a position in VHT in Q4 2019 and held it in 7 quarters. The position peaked at $308K in Q4 2021. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

Samalin Investment Counsel reported no remaining Vanguard Health Care ETF position as of Q2 2023 after selling out during the quarter.
Samalin Investment Counsel sold 889 Vanguard Health Care ETF shares in Q2 2023, an estimated $212K.
Samalin Investment Counsel first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 7 quarters.
Samalin Investment Counsel's Vanguard Health Care ETF position peaked at $308K in Q4 2021.
923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on Samalin Investment Counsel's 13F filing for Q2 2023, filed 3 Aug 2023.