Tevis Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Tevis Investment 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	–	Sell	-23	Closed	-$6K	–	476
2022 Q2	$6K	Hold	23	–	–	0.01%	416
2022 Q1	$6K	Sell	23 -6	-21%	-$1.48K	0.01%	429
2021 Q4	$8K	Buy	+29	New	+$7.39K	0.01%	469

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

Tevis Investment Management's VHT Position: Q3 2022 in Review

Tevis Investment Management sold out of Vanguard Health Care ETF (VHT) in Q3 2022, closing a stake of 23 shares — an estimated $6K sold.

Tevis Investment Management first reported a position in VHT in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

Tevis Investment Management reported no remaining Vanguard Health Care ETF position as of Q3 2022 after selling out during the quarter.
Tevis Investment Management sold 23 Vanguard Health Care ETF shares in Q3 2022, an estimated $6K.
Tevis Investment Management first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 3 quarters.
Tevis Investment Management's Vanguard Health Care ETF position peaked at $8K in Q4 2021.
841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.