Ancora Family Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$803K Buy
6,045
+212
+4% +$28.6K 0.27% 97
2016
Q2
$761K Buy
5,833
+211
+4% +$27.1K 0.29% 90
2016
Q1
$693K Sell
5,622
-137
-2% -$16.7K 0.28% 104
2015
Q4
$765K Sell
5,759
-661
-10% -$86.1K 0.33% 95
2015
Q3
$787K Buy
+6,420
New +$881K 0.33% 91

Other funds holding VHT

Ancora Family Wealth Advisors's VHT Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 3.6% in Q3 2016, buying an estimated $28.6K and bringing the position to 6,045 shares worth $803K. The position accounts for 0.27% of the portfolio, ranked #97.

Ancora Family Wealth Advisors first reported a position in VHT in Q3 2015 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold VHT as of Q3 2016.

  • Ancora Family Wealth Advisors held 6,045 shares of Vanguard Health Care ETF worth $803K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 212 Vanguard Health Care ETF shares in Q3 2016, an estimated $28.6K.
  • Vanguard Health Care ETF made up 0.27% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #97 holding.
  • Ancora Family Wealth Advisors first reported a position in Vanguard Health Care ETF in Q3 2015 and has held it in 5 quarters since.
  • 257 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.