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

Foresight 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
2020
Q4 		– Sell
-1,733
Closed -$354K – 133
2020
Q3 		$354K Hold
1,733
– – 0.12% 67
2020
Q2 		$334K Hold
1,733
– – 0.15% 69
2020
Q1 		$288K Buy
+1,733
New +$317K 0.2% 65

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foresight Wealth Management's VHT Position: Q4 2020 in Review

Foresight Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q4 2020, closing a stake of 1,733 shares — an estimated $354K sold.

Foresight Wealth Management first reported a position in VHT in Q1 2020 and held it in 3 quarters. The position peaked at $354K in Q3 2020. 706 funds tracked by Wall St. Rank hold VHT as of Q4 2020.

  • Foresight Wealth Management reported no remaining Vanguard Health Care ETF position as of Q4 2020 after selling out during the quarter.
  • Foresight Wealth Management sold 1,733 Vanguard Health Care ETF shares in Q4 2020, an estimated $354K.
  • Foresight Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2020 and held it in 3 quarters.
  • Foresight Wealth Management's Vanguard Health Care ETF position peaked at $354K in Q3 2020.
  • 706 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2020.

Based on Foresight Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.