TWP
VHT icon

TFO Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

TFO Wealth Partners’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
-770
Closed -$181K – 484
2022
Q2 		$181K Buy
+770
New +$186K 0.04% 45

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Prudential Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

TFO Wealth Partners's VHT Position: Q3 2022 in Review

TFO Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q3 2022, closing a stake of 770 shares — an estimated $181K sold.

TFO Wealth Partners first reported a position in VHT in Q2 2022 and held it in 1 quarter. The position peaked at $181K in Q2 2022. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

  • TFO Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q3 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 770 Vanguard Health Care ETF shares in Q3 2022, an estimated $181K.
  • TFO Wealth Partners first reported a position in Vanguard Health Care ETF in Q2 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Vanguard Health Care ETF position peaked at $181K in Q2 2022.
  • 841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.