Wagner Wealth Management (South Carolina)’s Vanguard Health Care ETF VHT Stock Holding History

Wagner Wealth Management (South Carolina)’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	-600	Closed	-$152K	–	729
2022 Q1	$152K	Buy	600 +300	+100%	+$74.1K	0.11%	130
2021 Q4	$80K	Hold	300	–	–	0.06%	197
2021 Q3	$78K	Hold	300	–	–	0.06%	192
2021 Q2	$74K	Hold	300	–	–	0.05%	215
2021 Q1	$69K	Hold	300	–	–	0.05%	203
2020 Q4	$67K	Buy	+300	New	+$64.1K	0.06%	130
2018 Q3	$279K	Buy	1,548 +109	+8%	+$18.7K	0.19%	101
2018 Q2	$229K	Buy	1,439 +300	+26%	+$47.2K	0.17%	104
2018 Q1	$175K	Sell	1,139 -300	-21%	-$47.9K	0.13%	115
2017 Q4	$231K	Buy	+1,439	New	+$221K	0.17%	99

Other funds holding VHT

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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