Dixon Hubard Feinour & Brown’s Vanguard Health Care ETF VHT Stock Holding History

Dixon Hubard Feinour & Brown’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 Q4	–	Sell	-3,900	Closed	-$594K	–	202
2017 Q3	$594K	Buy	+3,900	New	+$582K	0.17%	110
2015 Q3	–	Sell	-7,975	Closed	-$1.12M	–	192
2015 Q2	$1.12M	Hold	7,975	–	–	0.34%	73
2015 Q1	$1.08M	Hold	7,975	–	–	0.32%	78
2014 Q4	$1M	Sell	7,975 -575	-7%	-$70.6K	0.31%	83
2014 Q3	$1M	Hold	8,550	–	–	0.33%	82
2014 Q2	$954K	Sell	8,550 -150	-2%	-$16K	0.31%	84
2014 Q1	$930K	Buy	8,700 +2,800	+47%	+$296K	0.32%	85
2013 Q4	$596K	Buy	5,900 +1,200	+26%	+$118K	0.22%	103
2013 Q3	$438K	Buy	+4,700	New	+$431K	0.19%	109

Other funds holding VHT

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Dixon Hubard Feinour & Brown's VHT Position: Q4 2017 in Review

Dixon Hubard Feinour & Brown sold out of Vanguard Health Care ETF (VHT) in Q4 2017, closing a stake of 3,900 shares — an estimated $594K sold.

Dixon Hubard Feinour & Brown first reported a position in VHT in Q3 2013 and held it in 9 quarters. The position peaked at $1.12M in Q2 2015. 386 funds tracked by Wall St. Rank hold VHT as of Q4 2017.

Dixon Hubard Feinour & Brown reported no remaining Vanguard Health Care ETF position as of Q4 2017 after selling out during the quarter.
Dixon Hubard Feinour & Brown sold 3,900 Vanguard Health Care ETF shares in Q4 2017, an estimated $594K.
Dixon Hubard Feinour & Brown first reported a position in Vanguard Health Care ETF in Q3 2013 and held it in 9 quarters.
Dixon Hubard Feinour & Brown's Vanguard Health Care ETF position peaked at $1.12M in Q2 2015.
386 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2017.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q4 2017, filed 20 Feb 2018.