WFS
VHT icon

Walker Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Walker Financial Services’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
Q3 		– Sell
-7,255
Closed -$1.71M – 25
2022
Q2 		$1.71M Sell
7,255
-1,741
-19% -$420K 1.66% 14
2022
Q1 		$2.29M Buy
+8,996
New +$2.22M 2.1% 9

Other funds holding VHT

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Walker Financial Services's VHT Position: Q3 2022 in Review

Walker Financial Services sold out of Vanguard Health Care ETF (VHT) in Q3 2022, closing a stake of 7,255 shares — an estimated $1.71M sold.

Walker Financial Services first reported a position in VHT in Q1 2022 and held it in 2 quarters. The position peaked at $2.29M in Q1 2022. 841 funds tracked by Wall St. Rank hold VHT as of Q3 2022.

  • Walker Financial Services reported no remaining Vanguard Health Care ETF position as of Q3 2022 after selling out during the quarter.
  • Walker Financial Services sold 7,255 Vanguard Health Care ETF shares in Q3 2022, an estimated $1.71M.
  • Walker Financial Services first reported a position in Vanguard Health Care ETF in Q1 2022 and held it in 2 quarters.
  • Walker Financial Services's Vanguard Health Care ETF position peaked at $2.29M in Q1 2022.
  • 841 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2022.

Based on Walker Financial Services's 13F filing for Q3 2022, filed 6 Jun 2023.