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

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return