Wechter Feldman Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Wechter Feldman Wealth Management’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
2021 Q2	$26.8M	Buy	108,364 +1,572	+1%	+$376K	18.74%	2
2021 Q1	$24.4M	Buy	106,792 +2,252	+2%	+$517K	18.01%	2
2020 Q4	$23.4M	Sell	104,540 -1,083	-1%	-$231K	17.3%	2
2020 Q3	$21.5M	Buy	105,623 +1,342	+1%	+$272K	16.91%	1
2020 Q2	$20.1M	Buy	104,281 +83,377	+399%	+$15.6M	18.21%	1
2020 Q1	$3.47M	Sell	20,904 -1,657	-7%	-$303K	8.48%	4
2019 Q4	$4.33M	Sell	22,561 -130	-0.6%	-$23.3K	2.88%	10
2019 Q3	$3.81M	Sell	22,691 -58	-0.3%	-$9.93K	2.4%	11
2019 Q2	$3.96M	Sell	22,749 -440	-2%	-$74.3K	2.62%	11
2019 Q1	$4M	Hold	23,189	–	–	2.61%	11
2018 Q4	$3.72M	Sell	23,189 -59	-0.3%	-$10K	3.58%	9
2018 Q3	$4.19M	Sell	23,248 -121	-0.5%	-$20.8K	2.56%	14
2018 Q2	$3.72M	Sell	23,369 -1,910	-8%	-$301K	2.56%	12
2018 Q1	$3.88M	Sell	25,279 -238	-0.9%	-$38K	2.74%	12
2017 Q4	$3.93M	Sell	25,517 -870	-3%	-$134K	2.75%	12
2017 Q3	$4.02M	Hold	26,387	–	–	3.08%	11
2017 Q2	$3.89M	Hold	26,387	–	–	3.12%	10
2017 Q1	$3.64M	Sell	26,387 -2,658	-9%	-$358K	2.5%	13
2016 Q4	$3.68M	Buy	+29,045	New	+$3.71M	2.41%	15

Other funds holding VHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EHC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wechter Feldman Wealth Management's VHT Position: Q2 2021 in Review

Wechter Feldman Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 1.5% in Q2 2021, buying an estimated $376K and bringing the position to 108,364 shares worth $26.8M. The position accounts for 18.74% of the portfolio, ranked #2.

Wechter Feldman Wealth Management first reported a position in VHT in Q4 2016 and has held it in 19 quarters since. 739 funds tracked by Wall St. Rank hold VHT as of Q2 2021.

Wechter Feldman Wealth Management held 108,364 shares of Vanguard Health Care ETF worth $26.8M as of Q2 2021.
Wechter Feldman Wealth Management bought 1,572 Vanguard Health Care ETF shares in Q2 2021, an estimated $376K.
Vanguard Health Care ETF made up 18.74% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #2 holding.
Wechter Feldman Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2016 and has held it in 19 quarters since.
739 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.