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

Ten Capital 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	-38	Closed	-$9.04K	–	525
2023 Q1	$9.04K	Buy	38 +8	+27%	+$1.93K	﹤0.01%	375
2022 Q4	$7.41K	Sell	30 -4	-12%	-$970	﹤0.01%	343
2022 Q3	$8K	Hold	34	–	–	﹤0.01%	351
2022 Q2	$8K	Buy	34 +6	+21%	+$1.45K	﹤0.01%	289
2022 Q1	$7K	Sell	28 -38	-58%	-$9.39K	﹤0.01%	343
2021 Q4	$18K	Hold	66	–	–	0.01%	237
2021 Q3	$16K	Hold	66	–	–	0.01%	227
2021 Q2	$16K	Sell	66 -42	-39%	-$10K	﹤0.01%	266
2021 Q1	$24K	Hold	108	–	–	0.01%	212
2020 Q4	$24K	Buy	+108	New	+$23.1K	0.01%	207

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $7.77B AUM 9.43% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ten Capital Wealth Advisors's VHT Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q2 2023, closing a stake of 38 shares — an estimated $9.04K sold.

Ten Capital Wealth Advisors first reported a position in VHT in Q4 2020 and held it in 10 quarters. The position peaked at $24K in Q1 2021. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 38 Vanguard Health Care ETF shares in Q2 2023, an estimated $9.04K.
Ten Capital Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Vanguard Health Care ETF position peaked at $24K in Q1 2021.
923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.