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Domani Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Domani Wealth’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
2016
Q4 		– Sell
-2,819
Closed -$375K – 117
2016
Q3 		$375K Buy
2,819
+365
+15% +$49.2K 0.14% 77
2016
Q2 		$320K Sell
2,454
-128
-5% -$16.4K 0.12% 82
2016
Q1 		$315K Buy
2,582
+33
+1% +$4.01K 0.12% 95
2015
Q4 		$339K Buy
2,549
+539
+27% +$70.2K 0.13% 86
2015
Q3 		$246K Buy
+2,010
New +$276K 0.13% 85

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Domani Wealth's VHT Position: Q4 2016 in Review

Domani Wealth sold out of Vanguard Health Care ETF (VHT) in Q4 2016, closing a stake of 2,819 shares — an estimated $375K sold.

Domani Wealth first reported a position in VHT in Q3 2015 and held it in 5 quarters. The position peaked at $375K in Q3 2016. 287 funds tracked by Wall St. Rank hold VHT as of Q4 2016.

  • Domani Wealth reported no remaining Vanguard Health Care ETF position as of Q4 2016 after selling out during the quarter.
  • Domani Wealth sold 2,819 Vanguard Health Care ETF shares in Q4 2016, an estimated $375K.
  • Domani Wealth first reported a position in Vanguard Health Care ETF in Q3 2015 and held it in 5 quarters.
  • Domani Wealth's Vanguard Health Care ETF position peaked at $375K in Q3 2016.
  • 287 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2016.

Based on Domani Wealth's 13F filing for Q4 2016, filed 3 Feb 2017.