Strategic Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Strategic Asset Management’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 Q3	$2K	Hold	38	–	–	﹤0.01%	547
2022 Q2	$9K	Sell	38 -5	-12%	-$1.21K	0.01%	416
2022 Q1	$11K	Buy	43 +5	+13%	+$1.24K	0.02%	370
2021 Q4	$10K	Hold	38	–	–	0.01%	374
2021 Q3	$9K	Buy	+38	New	+$9.75K	0.01%	357

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Strategic Asset Management's VHT Position: Q3 2022 in Review

Strategic Asset Management held its Vanguard Health Care ETF (VHT) position steady in Q3 2022 at 38 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Strategic Asset Management first reported a position in VHT in Q3 2021 and has held it in 5 quarters since. The position peaked at $11K in Q1 2022. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

Strategic Asset Management held 38 shares of Vanguard Health Care ETF worth $2K as of Q3 2022.
Strategic Asset Management left its Vanguard Health Care ETF share count unchanged in Q3 2022.
Vanguard Health Care ETF made up ﹤0.01% of Strategic Asset Management's portfolio in Q3 2022, its #547 holding.
Strategic Asset Management first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Vanguard Health Care ETF position peaked at $11K in Q1 2022.
841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.