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DT Investment Partners’s Vanguard Health Care ETF VHT Stock Holding History

DT Investment Partners’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
-3,725
Closed -$619K – 126
2020
Q1 		$619K Hold
3,725
– – 0.1% 74
2019
Q4 		$714K Buy
+3,725
New +$668K 0.07% 100

Other funds holding VHT

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
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

DT Investment Partners's VHT Position: Q2 2020 in Review

DT Investment Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2020, closing a stake of 3,725 shares — an estimated $619K sold.

DT Investment Partners first reported a position in VHT in Q4 2019 and held it in 2 quarters. The position peaked at $714K in Q4 2019. 600 funds tracked by Wall St. Rank hold VHT as of Q2 2020.

  • DT Investment Partners reported no remaining Vanguard Health Care ETF position as of Q2 2020 after selling out during the quarter.
  • DT Investment Partners sold 3,725 Vanguard Health Care ETF shares in Q2 2020, an estimated $619K.
  • DT Investment Partners first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 2 quarters.
  • DT Investment Partners's Vanguard Health Care ETF position peaked at $714K in Q4 2019.
  • 600 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2020.

Based on DT Investment Partners's 13F filing for Q2 2020, filed 10 Aug 2020.