Claraphi Advisory Network’s Vanguard Health Care ETF VHT Stock Holding History

Claraphi Advisory Network’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	-100	Closed	-$17K	–	1156
2020 Q1	$17K	Buy	+100	New	+$18.3K	0.01%	677
2018 Q4	–	Sell	-2,832	Closed	-$511K	–	272
2018 Q3	$511K	Hold	2,832	–	–	0.29%	89
2018 Q2	$450K	Hold	2,832	–	–	0.29%	92
2018 Q1	$435K	Sell	2,832 -143	-5%	-$22.8K	0.31%	93
2017 Q4	$459K	Buy	+2,975	New	+$457K	0.36%	83

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

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

Claraphi Advisory Network's VHT Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Vanguard Health Care ETF (VHT) in Q2 2020, closing a stake of 100 shares — an estimated $17K sold.

Claraphi Advisory Network first reported a position in VHT in Q4 2017 and held it in 5 quarters. The position peaked at $511K in Q3 2018. 600 funds tracked by Wall St. Rank hold VHT as of Q2 2020.

Claraphi Advisory Network reported no remaining Vanguard Health Care ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 100 Vanguard Health Care ETF shares in Q2 2020, an estimated $17K.
Claraphi Advisory Network first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 5 quarters.
Claraphi Advisory Network's Vanguard Health Care ETF position peaked at $511K in Q3 2018.
600 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.