Atlas Private Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Atlas Private Wealth 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	–	Sell	-196	Closed	-$45K	–	361
2021 Q1	$45K	Buy	196 +36	+23%	+$8.26K	0.03%	195
2020 Q4	$36K	Hold	160	–	–	0.03%	219
2020 Q3	$33K	Hold	160	–	–	0.03%	215
2020 Q2	$31K	Hold	160	–	–	0.03%	227
2020 Q1	$27K	Hold	160	–	–	0.02%	223
2019 Q4	$31K	Buy	+160	New	+$28.7K	0.02%	239

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

Atlas Private Wealth Management's VHT Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2021, closing a stake of 196 shares — an estimated $45K sold.

Atlas Private Wealth Management first reported a position in VHT in Q4 2019 and held it in 6 quarters. The position peaked at $45K in Q1 2021. 739 funds tracked by Wall St. Rank hold VHT as of Q2 2021.

Atlas Private Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 196 Vanguard Health Care ETF shares in Q2 2021, an estimated $45K.
Atlas Private Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Vanguard Health Care ETF position peaked at $45K in Q1 2021.
739 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.