Boston Family Office’s Vanguard Health Care ETF VHT Stock Holding History

Boston Family Office’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 Q1	–	Sell	-1,802	Closed	-$346K	–	252
2019 Q4	$346K	Sell	1,802 -127	-7%	-$22.8K	0.03%	223
2019 Q3	$323K	Sell	1,929 -30	-2%	-$5.13K	0.03%	225
2019 Q2	$341K	Buy	+1,959	New	+$331K	0.04%	224
2018 Q4	–	Sell	-2,155	Closed	-$389K	–	266
2018 Q3	$389K	Buy	2,155 +680	+46%	+$117K	0.04%	220
2018 Q2	$235K	Sell	1,475 -600	-29%	-$94.4K	0.03%	242
2018 Q1	$319K	Sell	2,075 -285	-12%	-$45.5K	0.04%	224
2017 Q4	$364K	Buy	2,360 +290	+14%	+$44.5K	0.04%	215
2017 Q3	$315K	Sell	2,070 -90	-4%	-$13.4K	0.04%	227
2017 Q2	$318K	Buy	2,160 +20	+0.9%	+$2.83K	0.04%	219
2017 Q1	$295K	Buy	2,140 +85	+4%	+$11.4K	0.04%	220
2016 Q4	$261K	Buy	2,055 +110	+6%	+$14K	0.03%	223
2016 Q3	$258K	Buy	1,945 +135	+7%	+$18.2K	0.03%	228
2016 Q2	$236K	Buy	+1,810	New	+$232K	0.03%	229

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

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

BCMIO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Family Office's VHT Position: Q1 2020 in Review

Boston Family Office sold out of Vanguard Health Care ETF (VHT) in Q1 2020, closing a stake of 1,802 shares — an estimated $346K sold.

Boston Family Office first reported a position in VHT in Q2 2016 and held it in 13 quarters. The position peaked at $389K in Q3 2018. 563 funds tracked by Wall St. Rank hold VHT as of Q1 2020.

Boston Family Office reported no remaining Vanguard Health Care ETF position as of Q1 2020 after selling out during the quarter.
Boston Family Office sold 1,802 Vanguard Health Care ETF shares in Q1 2020, an estimated $346K.
Boston Family Office first reported a position in Vanguard Health Care ETF in Q2 2016 and held it in 13 quarters.
Boston Family Office's Vanguard Health Care ETF position peaked at $389K in Q3 2018.
563 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2020.

Based on Boston Family Office's 13F filing for Q1 2020, filed 11 May 2020.