Syverson Strege & Co’s Vanguard Health Care ETF VHT Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-217	Closed	-$51.6K	–	598
2023 Q1	$51.6K	Buy	217 +1	+0.5%	+$241	0.02%	122
2022 Q4	$53.5K	Buy	216 +1	+0.5%	+$242	0.02%	120
2022 Q3	$48K	Hold	215	–	–	0.02%	120
2022 Q2	$51K	Hold	215	–	–	0.02%	124
2022 Q1	$55K	Hold	215	–	–	0.06%	118
2021 Q4	$57K	Hold	215	–	–	0.04%	129
2021 Q3	$53K	Hold	215	–	–	0.04%	138
2021 Q2	$53K	Hold	215	–	–	0.05%	129
2021 Q1	$49K	Buy	+215	New	+$49.3K	0.05%	122

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Syverson Strege & Co's VHT Position: Q2 2023 in Review

Syverson Strege & Co sold out of Vanguard Health Care ETF (VHT) in Q2 2023, closing a stake of 217 shares — an estimated $51.6K sold.

Syverson Strege & Co first reported a position in VHT in Q1 2021 and held it in 9 quarters. The position peaked at $57K in Q4 2021. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

Syverson Strege & Co reported no remaining Vanguard Health Care ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 217 Vanguard Health Care ETF shares in Q2 2023, an estimated $51.6K.
Syverson Strege & Co first reported a position in Vanguard Health Care ETF in Q1 2021 and held it in 9 quarters.
Syverson Strege & Co's Vanguard Health Care ETF position peaked at $57K in Q4 2021.
923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.