SFP
VHT icon

Sterling Financial Planning’s Vanguard Health Care ETF VHT Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-19
Closed -$5K – 386
2021
Q3 		$5K Buy
+19
New +$4.87K ﹤0.01% 366

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sterling Financial Planning's VHT Position: Q4 2021 in Review

Sterling Financial Planning sold out of Vanguard Health Care ETF (VHT) in Q4 2021, closing a stake of 19 shares — an estimated $5K sold.

Sterling Financial Planning first reported a position in VHT in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 868 funds tracked by Wall St. Rank hold VHT as of Q4 2021.

  • Sterling Financial Planning reported no remaining Vanguard Health Care ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 19 Vanguard Health Care ETF shares in Q4 2021, an estimated $5K.
  • Sterling Financial Planning first reported a position in Vanguard Health Care ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's Vanguard Health Care ETF position peaked at $5K in Q3 2021.
  • 868 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.