Essex Savings Bank’s Vanguard Health Care ETF VHT Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-580	Closed	-$100K	–	586
2019 Q2	$100K	Buy	580 +290	+100%	+$49K	0.04%	342
2019 Q1	$50K	Hold	290	–	–	0.03%	294
2018 Q4	$47K	Buy	+290	New	+$49.1K	0.03%	300

Other funds holding VHT

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Essex Savings Bank's VHT Position: Q3 2019 in Review

Essex Savings Bank sold out of Vanguard Health Care ETF (VHT) in Q3 2019, closing a stake of 580 shares — an estimated $100K sold.

Essex Savings Bank first reported a position in VHT in Q4 2018 and held it in 3 quarters. The position peaked at $100K in Q2 2019. 469 funds tracked by Wall St. Rank hold VHT as of Q3 2019.

Essex Savings Bank reported no remaining Vanguard Health Care ETF position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 580 Vanguard Health Care ETF shares in Q3 2019, an estimated $100K.
Essex Savings Bank first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Vanguard Health Care ETF position peaked at $100K in Q2 2019.
469 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.