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CMC Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

CMC Financial Group’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
Q3 		– Sell
-1,546
Closed -$269K – 42
2019
Q2 		$269K Hold
1,546
– – 0.35% 40
2019
Q1 		$267K Buy
+1,546
New +$262K 0.25% 35

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CMC Financial Group's VHT Position: Q3 2019 in Review

CMC Financial Group sold out of Vanguard Health Care ETF (VHT) in Q3 2019, closing a stake of 1,546 shares — an estimated $269K sold.

CMC Financial Group first reported a position in VHT in Q1 2019 and held it in 2 quarters. The position peaked at $269K in Q2 2019. 469 funds tracked by Wall St. Rank hold VHT as of Q3 2019.

  • CMC Financial Group reported no remaining Vanguard Health Care ETF position as of Q3 2019 after selling out during the quarter.
  • CMC Financial Group sold 1,546 Vanguard Health Care ETF shares in Q3 2019, an estimated $269K.
  • CMC Financial Group first reported a position in Vanguard Health Care ETF in Q1 2019 and held it in 2 quarters.
  • CMC Financial Group's Vanguard Health Care ETF position peaked at $269K in Q2 2019.
  • 469 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2019.

Based on CMC Financial Group's 13F filing for Q3 2019, filed 12 Nov 2019.