Cheviot Value Management’s Vanguard Health Care ETF VHT Stock Holding History

Cheviot Value 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
2018 Q4	–	Sell	-3,048	Closed	-$550K	–	69
2018 Q3	$550K	Buy	3,048 +523	+21%	+$89.9K	0.26%	45
2018 Q2	$402K	Buy	2,525 +578	+30%	+$91K	0.2%	50
2018 Q1	$299K	Buy	+1,947	New	+$311K	0.16%	53

Other funds holding VHT

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Cheviot Value Management's VHT Position: Q4 2018 in Review

Cheviot Value Management sold out of Vanguard Health Care ETF (VHT) in Q4 2018, closing a stake of 3,048 shares — an estimated $550K sold.

Cheviot Value Management first reported a position in VHT in Q1 2018 and held it in 3 quarters. The position peaked at $550K in Q3 2018. 476 funds tracked by Wall St. Rank hold VHT as of Q4 2018.

Cheviot Value Management reported no remaining Vanguard Health Care ETF position as of Q4 2018 after selling out during the quarter.
Cheviot Value Management sold 3,048 Vanguard Health Care ETF shares in Q4 2018, an estimated $550K.
Cheviot Value Management first reported a position in Vanguard Health Care ETF in Q1 2018 and held it in 3 quarters.
Cheviot Value Management's Vanguard Health Care ETF position peaked at $550K in Q3 2018.
476 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2018.

Based on Cheviot Value Management's 13F filing for Q4 2018, filed 14 Feb 2019.