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Bridgeworth’s Vanguard Health Care ETF VHT Stock Holding History

Bridgeworth’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
2017
Q1 		– Sell
-5,902
Closed -$777K – 152
2016
Q4 		$777K Buy
+5,902
New +$753K 0.43% 45

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Bridgeworth's VHT Position: Q1 2017 in Review

Bridgeworth sold out of Vanguard Health Care ETF (VHT) in Q1 2017, closing a stake of 5,902 shares — an estimated $777K sold.

Bridgeworth first reported a position in VHT in Q4 2016 and held it in 1 quarter. The position peaked at $777K in Q4 2016. 311 funds tracked by Wall St. Rank hold VHT as of Q1 2017.

  • Bridgeworth reported no remaining Vanguard Health Care ETF position as of Q1 2017 after selling out during the quarter.
  • Bridgeworth sold 5,902 Vanguard Health Care ETF shares in Q1 2017, an estimated $777K.
  • Bridgeworth first reported a position in Vanguard Health Care ETF in Q4 2016 and held it in 1 quarter.
  • Bridgeworth's Vanguard Health Care ETF position peaked at $777K in Q4 2016.
  • 311 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2017.

Based on Bridgeworth's 13F filing for Q1 2017, filed 10 May 2017.