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

Stonebridge Financial Planning Group’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	-325	Closed	-$79K	–	355
2021 Q4	$79K	Hold	325	–	–	0.04%	181
2021 Q3	$85K	Buy	325 +190	+141%	+$48.7K	0.04%	181
2021 Q2	$34K	Sell	135 -3	-2%	-$717	0.02%	250
2021 Q1	$32K	Buy	138 +3	+2%	+$688	0.02%	252
2020 Q4	$30K	Hold	135	–	–	0.02%	236
2020 Q3	$28K	Hold	135	–	–	0.02%	232
2020 Q2	$26K	Hold	135	–	–	0.02%	234
2020 Q1	$24K	Sell	135 -40	-23%	-$7.31K	0.02%	232
2019 Q4	$34K	Buy	+175	New	+$31.4K	0.03%	196

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

Stonebridge Financial Planning Group's VHT Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Vanguard Health Care ETF (VHT) in Q1 2022, closing a stake of 325 shares — an estimated $79K sold.

Stonebridge Financial Planning Group first reported a position in VHT in Q4 2019 and held it in 9 quarters. The position peaked at $85K in Q3 2021. 873 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Vanguard Health Care ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 325 Vanguard Health Care ETF shares in Q1 2022, an estimated $79K.
Stonebridge Financial Planning Group first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's Vanguard Health Care ETF position peaked at $85K in Q3 2021.
873 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.