Clear Perspective Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Clear Perspective Advisors’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	-4,050	Closed	-$650K	–	148
2018 Q4	$650K	Hold	4,050	–	–	0.54%	54
2018 Q3	$731K	Buy	+4,050	New	+$696K	0.54%	57

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Clear Perspective Advisors's VHT Position: Q1 2019 in Review

Clear Perspective Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2019, closing a stake of 4,050 shares — an estimated $650K sold.

Clear Perspective Advisors first reported a position in VHT in Q3 2018 and held it in 2 quarters. The position peaked at $731K in Q3 2018. 482 funds tracked by Wall St. Rank hold VHT as of Q1 2019.

Clear Perspective Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2019 after selling out during the quarter.
Clear Perspective Advisors sold 4,050 Vanguard Health Care ETF shares in Q1 2019, an estimated $650K.
Clear Perspective Advisors first reported a position in Vanguard Health Care ETF in Q3 2018 and held it in 2 quarters.
Clear Perspective Advisors's Vanguard Health Care ETF position peaked at $731K in Q3 2018.
482 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2019.

Based on Clear Perspective Advisors's 13F filing for Q1 2019, filed 8 May 2019.