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

Cabot 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
2017 Q3	–	Sell	-12,177	Closed	-$1.79M	–	142
2017 Q2	$1.79M	Sell	12,177 -10,358	-46%	-$1.46M	0.42%	67
2017 Q1	$3.11M	Sell	22,535 -648	-3%	-$87.3K	0.76%	50
2016 Q4	$2.94M	Buy	+23,183	New	+$2.96M	0.8%	46

Other funds holding VHT

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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Cabot Wealth Management's VHT Position: Q3 2017 in Review

Cabot Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q3 2017, closing a stake of 12,177 shares — an estimated $1.79M sold.

Cabot Wealth Management first reported a position in VHT in Q4 2016 and held it in 3 quarters. The position peaked at $3.11M in Q1 2017. 340 funds tracked by Wall St. Rank hold VHT as of Q3 2017.

Cabot Wealth Management reported no remaining Vanguard Health Care ETF position as of Q3 2017 after selling out during the quarter.
Cabot Wealth Management sold 12,177 Vanguard Health Care ETF shares in Q3 2017, an estimated $1.79M.
Cabot Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2016 and held it in 3 quarters.
Cabot Wealth Management's Vanguard Health Care ETF position peaked at $3.11M in Q1 2017.
340 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2017.

Based on Cabot Wealth Management's 13F filing for Q3 2017, filed 6 Nov 2017.