Bouchey Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Bouchey Financial Group’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	-96,689	Closed	-$18.5M	–	79
2019 Q4	$18.5M	Buy	96,689 +5,751	+6%	+$1.03M	4.24%	7
2019 Q3	$15.2M	Buy	90,938 +1,181	+1%	+$202K	3.64%	8
2019 Q2	$15.6M	Buy	89,757 +1,348	+2%	+$228K	3.81%	8
2019 Q1	$15.2M	Sell	88,409 -34	-0%	-$5.76K	3.81%	7
2018 Q4	$14.2M	Buy	88,443 +3,019	+4%	+$512K	4.04%	6
2018 Q3	$15.4M	Buy	85,424 +36,074	+73%	+$6.2M	3.78%	8
2018 Q2	$7.85M	Buy	49,350 +2,785	+6%	+$438K	2.13%	18
2018 Q1	$7.15M	Buy	+46,565	New	+$7.43M	2.05%	17
2016 Q4	–	Sell	-2,075	Closed	-$276K	–	58
2016 Q3	$276K	Buy	+2,075	New	+$280K	0.11%	51

Other funds holding VHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bouchey Financial Group's VHT Position: Q1 2020 in Review

Bouchey Financial Group sold out of Vanguard Health Care ETF (VHT) in Q1 2020, closing a stake of 96,689 shares — an estimated $18.5M sold.

Bouchey Financial Group first reported a position in VHT in Q3 2016 and held it in 9 quarters. The position peaked at $18.5M in Q4 2019. 563 funds tracked by Wall St. Rank hold VHT as of Q1 2020.

Bouchey Financial Group reported no remaining Vanguard Health Care ETF position as of Q1 2020 after selling out during the quarter.
Bouchey Financial Group sold 96,689 Vanguard Health Care ETF shares in Q1 2020, an estimated $18.5M.
Bouchey Financial Group first reported a position in Vanguard Health Care ETF in Q3 2016 and held it in 9 quarters.
Bouchey Financial Group's Vanguard Health Care ETF position peaked at $18.5M in Q4 2019.
563 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2020.

Based on Bouchey Financial Group's 13F filing for Q1 2020, filed 9 Apr 2020.