1776 Wealth’s Vanguard Health Care ETF VHT Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-108	Closed	-$20K	–	299
2020 Q2	$20K	Hold	108	–	–	0.01%	259
2020 Q1	$17K	Sell	108 -100	-48%	-$18.3K	0.01%	248
2019 Q4	$39K	Buy	+208	New	+$37.3K	0.03%	199

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

1776 Wealth's VHT Position: Q3 2020 in Review

1776 Wealth sold out of Vanguard Health Care ETF (VHT) in Q3 2020, closing a stake of 108 shares — an estimated $20K sold.

1776 Wealth first reported a position in VHT in Q4 2019 and held it in 3 quarters. The position peaked at $39K in Q4 2019. 614 funds tracked by Wall St. Rank hold VHT as of Q3 2020.

1776 Wealth reported no remaining Vanguard Health Care ETF position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 108 Vanguard Health Care ETF shares in Q3 2020, an estimated $20K.
1776 Wealth first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 3 quarters.
1776 Wealth's Vanguard Health Care ETF position peaked at $39K in Q4 2019.
614 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.