Wolff Wiese Magana’s Vanguard Health Care ETF VHT Stock Holding History

Wolff Wiese Magana’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 Q4	–	Sell	-390	Closed	-$91.7K	–	844
2023 Q3	$91.7K	Hold	390	–	–	0.07%	136
2023 Q2	$95.5K	Hold	390	–	–	0.07%	138
2023 Q1	$93K	Hold	390	–	–	0.08%	141
2022 Q4	$96.7K	Hold	390	–	–	0.08%	139
2022 Q3	$87K	Hold	390	–	–	0.07%	182
2022 Q2	$92K	Hold	390	–	–	0.07%	186
2022 Q1	$99K	Hold	390	–	–	0.07%	187
2021 Q4	$104K	Hold	390	–	–	0.07%	197
2021 Q3	$96K	Hold	390	–	–	0.07%	199
2021 Q2	$96K	Hold	390	–	–	0.07%	198
2021 Q1	$89K	Hold	390	–	–	0.07%	203
2020 Q4	$87K	Buy	+390	New	+$83.4K	0.07%	188

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wolff Wiese Magana's VHT Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Vanguard Health Care ETF (VHT) in Q4 2023, closing a stake of 390 shares — an estimated $91.7K sold.

Wolff Wiese Magana first reported a position in VHT in Q4 2020 and held it in 12 quarters. The position peaked at $104K in Q4 2021. 965 funds tracked by Wall St. Rank hold VHT as of Q4 2023.

Wolff Wiese Magana reported no remaining Vanguard Health Care ETF position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 390 Vanguard Health Care ETF shares in Q4 2023, an estimated $91.7K.
Wolff Wiese Magana first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 12 quarters.
Wolff Wiese Magana's Vanguard Health Care ETF position peaked at $104K in Q4 2021.
965 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.