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

TCI 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
2023 Q2	–	Sell	-63	Closed	-$15K	–	2163
2023 Q1	$15K	Sell	63 -131	-68%	-$31.5K	﹤0.01%	850
2022 Q4	$48.1K	Buy	194 +109	+128%	+$26.4K	0.01%	422
2022 Q3	$19K	Buy	85 +33	+63%	+$7.88K	﹤0.01%	687
2022 Q2	$12K	Hold	52	–	–	﹤0.01%	921
2022 Q1	$13K	Hold	52	–	–	﹤0.01%	943
2021 Q4	$14K	Hold	52	–	–	﹤0.01%	939
2021 Q3	$13K	Hold	52	–	–	﹤0.01%	938
2021 Q2	$13K	Buy	+52	New	+$12.4K	﹤0.01%	821
2019 Q4	–	Sell	-200	Closed	-$34K	–	1689
2019 Q3	$34K	Hold	200	–	–	0.02%	396
2019 Q2	$35K	Hold	200	–	–	0.02%	375
2019 Q1	$34K	Hold	200	–	–	0.01%	411
2018 Q4	$32K	Buy	+200	New	+$33.9K	0.02%	394
2016 Q3	–	Sell	-1,300	Closed	-$170K	–	1408
2016 Q2	$170K	Buy	+1,300	New	+$167K	0.09%	140
2014 Q2	–	Sell	-32	Closed	-$3K	–	936
2014 Q1	$3K	Hold	32	–	–	﹤0.01%	673
2013 Q4	$3K	Buy	+32	New	+$3.14K	﹤0.01%	680

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

TCI Wealth Advisors's VHT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q2 2023, closing a stake of 63 shares — an estimated $15K sold.

TCI Wealth Advisors first reported a position in VHT in Q4 2013 and held it in 15 quarters. The position peaked at $170K in Q2 2016. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

TCI Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 63 Vanguard Health Care ETF shares in Q2 2023, an estimated $15K.
TCI Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2013 and held it in 15 quarters.
TCI Wealth Advisors's Vanguard Health Care ETF position peaked at $170K in Q2 2016.
923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.