True Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

True Capital 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
2023 Q1	$1.26M	Buy	5,275 +16	+0.3%	+$3.85K	0.86%	27
2022 Q4	$1.3M	Buy	+5,259	New	+$1.28M	1.06%	23

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 $14.7B AUM 47% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

True Capital Management's VHT Position: Q1 2023 in Review

True Capital Management increased its Vanguard Health Care ETF (VHT) stake by 0.3% in Q1 2023, buying an estimated $3.85K and bringing the position to 5,275 shares worth $1.26M. The position accounts for 0.86% of the portfolio, ranked #27.

True Capital Management first reported a position in VHT in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.3M in Q4 2022. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

True Capital Management held 5,275 shares of Vanguard Health Care ETF worth $1.26M as of Q1 2023.
True Capital Management bought 16 Vanguard Health Care ETF shares in Q1 2023, an estimated $3.85K.
Vanguard Health Care ETF made up 0.86% of True Capital Management's portfolio in Q1 2023, its #27 holding.
True Capital Management first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 2 quarters since.
True Capital Management's Vanguard Health Care ETF position peaked at $1.3M in Q4 2022.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.