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Capital Wealth Planning’s Vanguard Health Care ETF VHT Stock Holding History

Capital Wealth Planning’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
Q2 		– Sell
-6,185
Closed -$1.03M – 212
2020
Q1 		$1.03M Buy
+6,185
New +$1.13M 0.06% 73
2019
Q4 		– Sell
-5,817
Closed -$993K – 251
2019
Q3 		$993K Buy
+5,817
New +$996K 0.06% 87

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Capital Wealth Planning's VHT Position: Q2 2020 in Review

Capital Wealth Planning sold out of Vanguard Health Care ETF (VHT) in Q2 2020, closing a stake of 6,185 shares — an estimated $1.03M sold.

Capital Wealth Planning first reported a position in VHT in Q3 2019 and held it in 2 quarters. The position peaked at $1.03M in Q1 2020. 600 funds tracked by Wall St. Rank hold VHT as of Q2 2020.

  • Capital Wealth Planning reported no remaining Vanguard Health Care ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 6,185 Vanguard Health Care ETF shares in Q2 2020, an estimated $1.03M.
  • Capital Wealth Planning first reported a position in Vanguard Health Care ETF in Q3 2019 and held it in 2 quarters.
  • Capital Wealth Planning's Vanguard Health Care ETF position peaked at $1.03M in Q1 2020.
  • 600 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.