Wolf Group Capital Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Wolf Group Capital Advisors’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 Q1	–	Sell	-883	Closed	-$219K	–	115
2022 Q4	$219K	Sell	883 -794	-47%	-$193K	0.1%	113
2022 Q3	$375K	Hold	1,677	–	–	0.21%	88
2022 Q2	$395K	Buy	+1,677	New	+$404K	0.21%	87

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wolf Group Capital Advisors's VHT Position: Q1 2023 in Review

Wolf Group Capital Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2023, closing a stake of 883 shares — an estimated $219K sold.

Wolf Group Capital Advisors first reported a position in VHT in Q2 2022 and held it in 3 quarters. The position peaked at $395K in Q2 2022. 903 funds tracked by Wall St. Rank hold VHT as of Q1 2023.

Wolf Group Capital Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2023 after selling out during the quarter.
Wolf Group Capital Advisors sold 883 Vanguard Health Care ETF shares in Q1 2023, an estimated $219K.
Wolf Group Capital Advisors first reported a position in Vanguard Health Care ETF in Q2 2022 and held it in 3 quarters.
Wolf Group Capital Advisors's Vanguard Health Care ETF position peaked at $395K in Q2 2022.
903 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2023.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.