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Concert Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-3,167
Closed -$403K – 430
2017
Q1 		$403K Hold
3,167
– – 0.09% 294
2016
Q4 		$403K Sell
3,167
-8,615
-73% -$1.1M 0.09% 300
2016
Q3 		$1.56M Sell
11,782
-48
-0.4% -$6.47K 0.19% 133
2016
Q2 		$1.54M Buy
11,830
+610
+5% +$78.3K 0.21% 127
2016
Q1 		$1.38M Sell
11,220
-4,574
-29% -$556K 0.19% 138
2015
Q4 		$2.1M Sell
15,794
-933
-6% -$122K 0.28% 79
2015
Q3 		$2.06M Buy
16,727
+743
+5% +$102K 0.28% 80
2015
Q2 		$2.23M Sell
15,984
-2,630
-14% -$363K 0.29% 74
2015
Q1 		$925K Buy
18,614
+994
+6% +$131K 0.26% 95
2014
Q4 		$2.21M Buy
17,620
+2,775
+19% +$341K 0.34% 63
2014
Q3 		$1.73M Buy
14,845
+2,347
+19% +$269K 0.23% 61
2014
Q2 		$1.36M Sell
12,498
-6,665
-35% -$713K 0.17% 85
2014
Q1 		$2.02M Buy
19,163
+1,397
+8% +$148K 0.25% 49
2013
Q4 		$1.79M Buy
17,766
+3,131
+21% +$307K 0.23% 60
2013
Q3 		$1.37M Buy
14,635
+699
+5% +$64.1K 0.19% 80
2013
Q2 		$1.21M Buy
+13,936
New +$1.2M 0.18% 76

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Concert Wealth Management's VHT Position: Q2 2017 in Review

Concert Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2017, closing a stake of 3,167 shares — an estimated $403K sold.

Concert Wealth Management first reported a position in VHT in Q2 2013 and held it in 16 quarters. The position peaked at $2.23M in Q2 2015. 326 funds tracked by Wall St. Rank hold VHT as of Q2 2017.

  • Concert Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 3,167 Vanguard Health Care ETF shares in Q2 2017, an estimated $403K.
  • Concert Wealth Management first reported a position in Vanguard Health Care ETF in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Vanguard Health Care ETF position peaked at $2.23M in Q2 2015.
  • 326 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.