Windsor Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

Windsor Advisory Group’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
2023 Q2	–	Sell	-1,080	Closed	-$257K	–	71
2023 Q1	$257K	Sell	1,080 -180	-14%	-$43.3K	0.62%	37
2022 Q4	$313K	Buy	+1,260	New	+$305K	0.83%	35

Other funds holding VHT

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Windsor Advisory Group's VHT Position: Q2 2023 in Review

Windsor Advisory Group sold out of Vanguard Health Care ETF (VHT) in Q2 2023, closing a stake of 1,080 shares — an estimated $257K sold.

Windsor Advisory Group first reported a position in VHT in Q4 2022 and held it in 2 quarters. The position peaked at $313K in Q4 2022. 923 funds tracked by Wall St. Rank hold VHT as of Q2 2023.

Windsor Advisory Group reported no remaining Vanguard Health Care ETF position as of Q2 2023 after selling out during the quarter.
Windsor Advisory Group sold 1,080 Vanguard Health Care ETF shares in Q2 2023, an estimated $257K.
Windsor Advisory Group first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 2 quarters.
Windsor Advisory Group's Vanguard Health Care ETF position peaked at $313K in Q4 2022.
923 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2023.

Based on Windsor Advisory Group's 13F filing for Q2 2023, filed 26 Jul 2023.