WealthSource Partners’s Vanguard Health Care ETF VHT Stock Holding History

WealthSource Partners’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	-1,031	Closed	-$262K	–	603
2022 Q1	$262K	Buy	1,031 +128	+14%	+$31.6K	0.02%	486
2021 Q4	$241K	Sell	903 -35	-4%	-$8.93K	0.02%	485
2021 Q3	$232K	Buy	938 +17	+2%	+$4.36K	0.02%	452
2021 Q2	$228K	Buy	+921	New	+$220K	0.02%	418
2021 Q1	–	Sell	-2,953	Closed	-$661K	–	455
2020 Q4	$661K	Sell	2,953 -805	-21%	-$172K	0.08%	166
2020 Q3	$767K	Sell	3,758 -580	-13%	-$117K	0.1%	134
2020 Q2	$836K	Sell	4,338 -2,626	-38%	-$493K	0.12%	119
2020 Q1	$1.16M	Sell	6,964 -10,723	-61%	-$1.96M	0.18%	77
2019 Q4	$3.39M	Buy	17,687 +2,642	+18%	+$474K	0.45%	40
2019 Q3	$2.52M	Sell	15,045 -39	-0.3%	-$6.67K	0.38%	71
2019 Q2	$2.62M	Buy	+15,084	New	+$2.55M	0.41%	63

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

WealthSource Partners's VHT Position: Q2 2022 in Review

WealthSource Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 1,031 shares — an estimated $262K sold.

WealthSource Partners first reported a position in VHT in Q2 2019 and held it in 11 quarters. The position peaked at $3.39M in Q4 2019. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

WealthSource Partners reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
WealthSource Partners sold 1,031 Vanguard Health Care ETF shares in Q2 2022, an estimated $262K.
WealthSource Partners first reported a position in Vanguard Health Care ETF in Q2 2019 and held it in 11 quarters.
WealthSource Partners's Vanguard Health Care ETF position peaked at $3.39M in Q4 2019.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.