Strategies Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Strategies Wealth Advisors’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 Q2	$286K	Buy	1,215 +4	+0.3%	+$964	0.08%	72
2022 Q1	$308K	Sell	1,211 -74	-6%	-$18.3K	0.08%	71
2021 Q4	$342K	Buy	+1,285	New	+$328K	0.1%	65

Other funds holding VHT

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Strategies Wealth Advisors's VHT Position: Q2 2022 in Review

Strategies Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 0.33% in Q2 2022, buying an estimated $964 and bringing the position to 1,215 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #72.

Strategies Wealth Advisors first reported a position in VHT in Q4 2021 and has held it in 3 quarters since. The position peaked at $342K in Q4 2021. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Strategies Wealth Advisors held 1,215 shares of Vanguard Health Care ETF worth $286K as of Q2 2022.
Strategies Wealth Advisors bought 4 Vanguard Health Care ETF shares in Q2 2022, an estimated $964.
Vanguard Health Care ETF made up 0.08% of Strategies Wealth Advisors's portfolio in Q2 2022, its #72 holding.
Strategies Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 3 quarters since.
Strategies Wealth Advisors's Vanguard Health Care ETF position peaked at $342K in Q4 2021.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Strategies Wealth Advisors's 13F filing for Q2 2022, filed 27 Jun 2023.