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

Steph & 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
2022
Q1 		– Sell
-192
Closed -$51K – 311
2021
Q4 		$51K Hold
192
– – 0.03% 204
2021
Q3 		$47K Hold
192
– – 0.03% 182
2021
Q2 		$47K Hold
192
– – 0.03% 166
2021
Q1 		$44K Hold
192
– – 0.03% 165
2020
Q4 		$43K Hold
192
– – 0.03% 163
2020
Q3 		$39K Hold
192
– – 0.04% 160
2020
Q2 		$37K Hold
192
– – 0.04% 159
2020
Q1 		$32K Hold
192
– – 0.04% 157
2019
Q4 		$37K Buy
+192
New +$34.4K 0.03% 175

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return