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Sandy Cove Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Sandy Cove Advisors’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
-442
Closed -$113K – 375
2022
Q1 		$113K Buy
442
+1
+0.2% +$247 0.09% 120
2021
Q4 		$117K Buy
+441
New +$112K 0.1% 108

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Prudential Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Sandy Cove Advisors's VHT Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 442 shares — an estimated $113K sold.

Sandy Cove Advisors first reported a position in VHT in Q4 2021 and held it in 2 quarters. The position peaked at $117K in Q4 2021. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

  • Sandy Cove Advisors reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 442 Vanguard Health Care ETF shares in Q2 2022, an estimated $113K.
  • Sandy Cove Advisors first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's Vanguard Health Care ETF position peaked at $117K in Q4 2021.
  • 877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.