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Titus Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Titus Wealth 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
Q2 		– Sell
-861
Closed -$219K – 176
2022
Q1 		$219K Hold
861
– – 0.1% 154
2021
Q4 		$229K Hold
861
– – 0.1% 155
2021
Q3 		$213K Buy
+861
New +$221K 0.11% 150

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Titus Wealth Management's VHT Position: Q2 2022 in Review

Titus Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 861 shares — an estimated $219K sold.

Titus Wealth Management first reported a position in VHT in Q3 2021 and held it in 3 quarters. The position peaked at $229K in Q4 2021. 876 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

  • Titus Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
  • Titus Wealth Management sold 861 Vanguard Health Care ETF shares in Q2 2022, an estimated $219K.
  • Titus Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2021 and held it in 3 quarters.
  • Titus Wealth Management's Vanguard Health Care ETF position peaked at $229K in Q4 2021.
  • 876 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.