UAS
VHT icon

United Asset Strategies’s Vanguard Health Care ETF VHT Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-753
Closed -$201K – 237
2021
Q4 		$201K Buy
+753
New +$192K 0.02% 200
2021
Q1 		– Sell
-1,000
Closed -$224K – 235
2020
Q4 		$224K Hold
1,000
– – 0.04% 190
2020
Q3 		$204K Sell
1,000
-375
-27% -$75.9K 0.04% 177
2020
Q2 		$265K Hold
1,375
– – 0.05% 162
2020
Q1 		$228K Sell
1,375
-50
-4% -$9.13K 0.06% 158
2019
Q4 		$273K Hold
1,425
– – 0.05% 174
2019
Q3 		$239K Hold
1,425
– – 0.05% 161
2019
Q2 		$248K Hold
1,425
– – 0.06% 163
2019
Q1 		$246K Hold
1,425
– – 0.06% 177
2018
Q4 		$229K Buy
+1,425
New +$241K 0.06% 171

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return