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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Steph & Co's VHT Position: Q1 2022 in Review

Steph & Co sold out of Vanguard Health Care ETF (VHT) in Q1 2022, closing a stake of 192 shares — an estimated $51K sold.

Steph & Co first reported a position in VHT in Q4 2019 and held it in 9 quarters. The position peaked at $51K in Q4 2021. 873 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

Steph & Co reported no remaining Vanguard Health Care ETF position as of Q1 2022 after selling out during the quarter.
Steph & Co sold 192 Vanguard Health Care ETF shares in Q1 2022, an estimated $51K.
Steph & Co first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 9 quarters.
Steph & Co's Vanguard Health Care ETF position peaked at $51K in Q4 2021.
873 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Steph & Co's 13F filing for Q1 2022, filed 15 Apr 2022.