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Delta Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Delta Asset 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
2019
Q4 		– Sell
-38
Closed -$6K – 626
2019
Q3 		$6K Buy
+38
New +$6.5K ﹤0.01% 492

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BCMIO
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Wells Fargo
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Delta Asset Management's VHT Position: Q4 2019 in Review

Delta Asset Management sold out of Vanguard Health Care ETF (VHT) in Q4 2019, closing a stake of 38 shares — an estimated $6K sold.

Delta Asset Management first reported a position in VHT in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 571 funds tracked by Wall St. Rank hold VHT as of Q4 2019.

  • Delta Asset Management reported no remaining Vanguard Health Care ETF position as of Q4 2019 after selling out during the quarter.
  • Delta Asset Management sold 38 Vanguard Health Care ETF shares in Q4 2019, an estimated $6K.
  • Delta Asset Management first reported a position in Vanguard Health Care ETF in Q3 2019 and held it in 1 quarter.
  • Delta Asset Management's Vanguard Health Care ETF position peaked at $6K in Q3 2019.
  • 571 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2019.

Based on Delta Asset Management's 13F filing for Q4 2019, filed 31 Jan 2020.