Douglass Winthrop Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Douglass Winthrop Advisors’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 Q1	–	Sell	-1,850	Closed	-$355K	–	260
2019 Q4	$355K	Buy	+1,850	New	+$332K	0.01%	220
2015 Q3	–	Sell	-3,500	Closed	-$474K	–	258
2015 Q2	$474K	Hold	3,500	–	–	0.04%	171
2015 Q1	$474K	Buy	+3,500	New	+$461K	0.04%	171

Other funds holding VHT

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

EHC

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

BCMIO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Douglass Winthrop Advisors's VHT Position: Q1 2020 in Review

Douglass Winthrop Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2020, closing a stake of 1,850 shares — an estimated $355K sold.

Douglass Winthrop Advisors first reported a position in VHT in Q1 2015 and held it in 3 quarters. The position peaked at $474K in Q2 2015. 563 funds tracked by Wall St. Rank hold VHT as of Q1 2020.

Douglass Winthrop Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2020 after selling out during the quarter.
Douglass Winthrop Advisors sold 1,850 Vanguard Health Care ETF shares in Q1 2020, an estimated $355K.
Douglass Winthrop Advisors first reported a position in Vanguard Health Care ETF in Q1 2015 and held it in 3 quarters.
Douglass Winthrop Advisors's Vanguard Health Care ETF position peaked at $474K in Q2 2015.
563 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2020.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.