First National Bank of South Miami’s Vanguard Health Care ETF VHT Stock Holding History

First National Bank of South Miami’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
2021 Q4	–	Sell	-150	Closed	-$37K	–	379
2021 Q3	$37K	Buy	+150	New	+$38.5K	0.02%	230
2021 Q2	–	Sell	-200	Closed	-$46K	–	335
2021 Q1	$46K	Hold	200	–	–	0.04%	197
2020 Q4	$45K	Hold	200	–	–	0.04%	192
2020 Q3	$41K	Hold	200	–	–	0.04%	180
2020 Q2	$39K	Hold	200	–	–	0.04%	174
2020 Q1	$33K	Hold	200	–	–	0.04%	173
2019 Q4	$38K	Hold	200	–	–	0.04%	175
2019 Q3	$34K	Hold	200	–	–	0.03%	192
2019 Q2	$34K	Hold	200	–	–	0.03%	197
2019 Q1	$34K	Hold	200	–	–	0.03%	198
2018 Q4	$34K	Buy	+200	New	+$33.9K	0.03%	199

Other funds holding VHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

EHC

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First National Bank of South Miami's VHT Position: Q4 2021 in Review

First National Bank of South Miami sold out of Vanguard Health Care ETF (VHT) in Q4 2021, closing a stake of 150 shares — an estimated $37K sold.

First National Bank of South Miami first reported a position in VHT in Q4 2018 and held it in 11 quarters. The position peaked at $46K in Q1 2021. 868 funds tracked by Wall St. Rank hold VHT as of Q4 2021.

First National Bank of South Miami reported no remaining Vanguard Health Care ETF position as of Q4 2021 after selling out during the quarter.
First National Bank of South Miami sold 150 Vanguard Health Care ETF shares in Q4 2021, an estimated $37K.
First National Bank of South Miami first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 11 quarters.
First National Bank of South Miami's Vanguard Health Care ETF position peaked at $46K in Q1 2021.
868 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2021.

Based on First National Bank of South Miami's 13F filing for Q4 2021, filed 18 Jan 2022.