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Bruderman Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Bruderman Asset 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
2019
Q1 		– Sell
-55
Closed -$9K – 695
2018
Q4 		$9K Buy
+55
New +$9.32K ﹤0.01% 446

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Deutsche Bank
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BCMIO
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Wells Fargo
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bruderman Asset Management's VHT Position: Q1 2019 in Review

Bruderman Asset Management sold out of Vanguard Health Care ETF (VHT) in Q1 2019, closing a stake of 55 shares — an estimated $9K sold.

Bruderman Asset Management first reported a position in VHT in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 482 funds tracked by Wall St. Rank hold VHT as of Q1 2019.

  • Bruderman Asset Management reported no remaining Vanguard Health Care ETF position as of Q1 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 55 Vanguard Health Care ETF shares in Q1 2019, an estimated $9K.
  • Bruderman Asset Management first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 1 quarter.
  • Bruderman Asset Management's Vanguard Health Care ETF position peaked at $9K in Q4 2018.
  • 482 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.