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Elite Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Elite Wealth 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
2014
Q4 		– Sell
-5,320
Closed -$622K – 438
2014
Q3 		$622K Sell
5,320
-273
-5% -$31.3K 0.56% 36
2014
Q2 		$624K Buy
5,593
+371
+7% +$39.7K 0.62% 45
2014
Q1 		$558K Buy
5,222
+4,774
+1,066% +$505K 0.45% 48
2013
Q4 		$45K Buy
+448
New +$43.9K 0.03% 174

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Elite Wealth Management's VHT Position: Q4 2014 in Review

Elite Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q4 2014, closing a stake of 5,320 shares — an estimated $622K sold.

Elite Wealth Management first reported a position in VHT in Q4 2013 and held it in 4 quarters. The position peaked at $624K in Q2 2014. 202 funds tracked by Wall St. Rank hold VHT as of Q4 2014.

  • Elite Wealth Management reported no remaining Vanguard Health Care ETF position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 5,320 Vanguard Health Care ETF shares in Q4 2014, an estimated $622K.
  • Elite Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2013 and held it in 4 quarters.
  • Elite Wealth Management's Vanguard Health Care ETF position peaked at $624K in Q2 2014.
  • 202 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.