WBI Investments’s Vanguard Health Care ETF VHT Stock Holding History

WBI Investments’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	-1,659	Closed	-$412K	–	205
2022 Q1	$412K	Buy	1,659 +523	+46%	+$129K	0.07%	154
2021 Q4	$294K	Buy	1,136 +230	+25%	+$58.7K	0.05%	155
2021 Q3	$218K	Buy	+906	New	+$232K	0.04%	175

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

WBI Investments's VHT Position: Q2 2022 in Review

WBI Investments sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 1,659 shares — an estimated $412K sold.

WBI Investments first reported a position in VHT in Q3 2021 and held it in 3 quarters. The position peaked at $412K in Q1 2022. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

WBI Investments reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
WBI Investments sold 1,659 Vanguard Health Care ETF shares in Q2 2022, an estimated $412K.
WBI Investments first reported a position in Vanguard Health Care ETF in Q3 2021 and held it in 3 quarters.
WBI Investments's Vanguard Health Care ETF position peaked at $412K in Q1 2022.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on WBI Investments's 13F filing for Q2 2022, filed 25 Jul 2022.