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

Darwin 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
2020
Q2 		– Sell
-384
Closed -$63K – 763
2020
Q1 		$63K Buy
+384
New +$70.2K 0.02% 213

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Wells Fargo
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BCMIO
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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
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Ameriprise
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

Darwin Wealth Management's VHT Position: Q2 2020 in Review

Darwin Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2020, closing a stake of 384 shares — an estimated $63K sold.

Darwin Wealth Management first reported a position in VHT in Q1 2020 and held it in 1 quarter. The position peaked at $63K in Q1 2020. 600 funds tracked by Wall St. Rank hold VHT as of Q2 2020.

  • Darwin Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 384 Vanguard Health Care ETF shares in Q2 2020, an estimated $63K.
  • Darwin Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Vanguard Health Care ETF position peaked at $63K in Q1 2020.
  • 600 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.