SFPG
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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
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