VCI Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

VCI Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$687K	Sell	9,771 -829	-8%	-$61.2K	0.19%	99
2025 Q4	$787K	Sell	10,600 -11,010	-51%	-$793K	0.22%	87
2025 Q3	$1.45M	Sell	21,610 -3,219	-13%	-$208K	0.44%	52
2025 Q2	$1.59M	Buy	24,829 +2,353	+10%	+$150K	0.56%	43
2025 Q1	$1.54M	Buy	22,476 +1,507	+7%	+$103K	0.64%	38
2024 Q4	$1.37M	Buy	20,969 +4,707	+29%	+$327K	0.58%	56
2024 Q3	$1.18M	Sell	16,262 -21,998	-57%	-$1.57M	0.53%	62
2024 Q2	$2.62M	Buy	38,260 +16,425	+75%	+$1.11M	1.3%	23
2024 Q1	$1.52M	Sell	21,835 -4,093	-16%	-$277K	1.03%	27
2023 Q4	$1.68M	Buy	+25,928	New	+$1.58M	1.02%	25

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

VCI Wealth Management's FHLC Position: Q1 2026 in Review

VCI Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 7.8% in Q1 2026, selling an estimated $61.2K and leaving 9,771 shares worth $687K. The position accounts for 0.19% of the portfolio, ranked #99.

VCI Wealth Management first reported a position in FHLC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.62M in Q2 2024. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

VCI Wealth Management held 9,771 shares of Fidelity MSCI Health Care Index ETF worth $687K as of Q1 2026.
VCI Wealth Management sold 829 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $61.2K.
Fidelity MSCI Health Care Index ETF made up 0.19% of VCI Wealth Management's portfolio in Q1 2026, its #99 holding.
VCI Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and has held it in 10 quarters since.
VCI Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $2.62M in Q2 2024.
359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.