Asset Planning Services (Pennsylvania)’s Vanguard Health Care ETF VHT Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-78	Closed	-$13K	–	248
2019 Q3	$13K	Hold	78	–	–	0.01%	194
2019 Q2	$14K	Hold	78	–	–	0.01%	184
2019 Q1	$13K	Hold	78	–	–	0.01%	186
2018 Q4	$13K	Hold	78	–	–	0.01%	186
2018 Q3	$14K	Hold	78	–	–	0.01%	185
2018 Q2	$12K	Hold	78	–	–	0.01%	194
2018 Q1	$12K	Hold	78	–	–	0.01%	197
2017 Q4	$12K	Hold	78	–	–	0.01%	201
2017 Q3	$12K	Hold	78	–	–	0.01%	216
2017 Q2	$11K	Buy	+78	New	+$11K	0.01%	219

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

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

BCMIO

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

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania)'s VHT Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Vanguard Health Care ETF (VHT) in Q4 2019, closing a stake of 78 shares — an estimated $13K sold.

Asset Planning Services (Pennsylvania) first reported a position in VHT in Q2 2017 and held it in 10 quarters. The position peaked at $14K in Q2 2019. 571 funds tracked by Wall St. Rank hold VHT as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Vanguard Health Care ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 78 Vanguard Health Care ETF shares in Q4 2019, an estimated $13K.
Asset Planning Services (Pennsylvania) first reported a position in Vanguard Health Care ETF in Q2 2017 and held it in 10 quarters.
Asset Planning Services (Pennsylvania)'s Vanguard Health Care ETF position peaked at $14K in Q2 2019.
571 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.