20/20 Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

20/20 Capital Management’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
2021 Q2	$1.46M	Sell	5,895 -242	-4%	-$57.8K	0.38%	57
2021 Q1	$1.4M	Sell	6,137 -211	-3%	-$48.4K	0.41%	57
2020 Q4	$1.47M	Sell	6,348 -272	-4%	-$58.1K	0.43%	58
2020 Q3	$1.35M	Sell	6,620 -258	-4%	-$52.2K	0.51%	42
2020 Q2	$1.41M	Buy	6,878 +54	+0.8%	+$10.1K	0.54%	39
2020 Q1	$1.28M	Sell	6,824 -493	-7%	-$90.1K	0.58%	36
2019 Q4	$1.43M	Buy	+7,317	New	+$1.31M	0.58%	38

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

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

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

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

20/20 Capital Management's VHT Position: Q2 2021 in Review

20/20 Capital Management reduced its Vanguard Health Care ETF (VHT) stake by 3.9% in Q2 2021, selling an estimated $57.8K and leaving 5,895 shares worth $1.46M. The position accounts for 0.38% of the portfolio, ranked #57.

20/20 Capital Management first reported a position in VHT in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2020. 739 funds tracked by Wall St. Rank hold VHT as of Q2 2021.

20/20 Capital Management held 5,895 shares of Vanguard Health Care ETF worth $1.46M as of Q2 2021.
20/20 Capital Management sold 242 Vanguard Health Care ETF shares in Q2 2021, an estimated $57.8K.
Vanguard Health Care ETF made up 0.38% of 20/20 Capital Management's portfolio in Q2 2021, its #57 holding.
20/20 Capital Management first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's Vanguard Health Care ETF position peaked at $1.47M in Q4 2020.
739 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.