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	–	727
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VHT Position: Q2 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 600 shares — an estimated $152K sold.

Wagner Wealth Management (South Carolina) first reported a position in VHT in Q4 2017 and held it in 10 quarters. The position peaked at $279K in Q3 2018. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Wagner Wealth Management (South Carolina) reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 600 Vanguard Health Care ETF shares in Q2 2022, an estimated $152K.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Vanguard Health Care ETF position peaked at $279K in Q3 2018.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2022, filed 11 Aug 2022.