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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

United Asset Strategies's VHT Position: Q1 2022 in Review

United Asset Strategies sold out of Vanguard Health Care ETF (VHT) in Q1 2022, closing a stake of 753 shares — an estimated $201K sold.

United Asset Strategies first reported a position in VHT in Q4 2018 and held it in 10 quarters. The position peaked at $273K in Q4 2019. 873 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

United Asset Strategies reported no remaining Vanguard Health Care ETF position as of Q1 2022 after selling out during the quarter.
United Asset Strategies sold 753 Vanguard Health Care ETF shares in Q1 2022, an estimated $201K.
United Asset Strategies first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 10 quarters.
United Asset Strategies's Vanguard Health Care ETF position peaked at $273K in Q4 2019.
873 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on United Asset Strategies's 13F filing for Q1 2022, filed 29 Apr 2022.