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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return