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FundX Investment Group’s Vanguard Health Care ETF VHT Stock Holding History

FundX Investment Group’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
Q2 		– Sell
-43,350
Closed -$4.63M – 27
2014
Q1 		$4.63M Buy
+43,350
New +$4.59M 1.95% 9

Other funds holding VHT

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FundX Investment Group's VHT Position: Q2 2014 in Review

FundX Investment Group sold out of Vanguard Health Care ETF (VHT) in Q2 2014, closing a stake of 43,350 shares — an estimated $4.63M sold.

FundX Investment Group first reported a position in VHT in Q1 2014 and held it in 1 quarter. The position peaked at $4.63M in Q1 2014. 159 funds tracked by Wall St. Rank hold VHT as of Q2 2014.

  • FundX Investment Group reported no remaining Vanguard Health Care ETF position as of Q2 2014 after selling out during the quarter.
  • FundX Investment Group sold 43,350 Vanguard Health Care ETF shares in Q2 2014, an estimated $4.63M.
  • FundX Investment Group first reported a position in Vanguard Health Care ETF in Q1 2014 and held it in 1 quarter.
  • FundX Investment Group's Vanguard Health Care ETF position peaked at $4.63M in Q1 2014.
  • 159 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2014.

Based on FundX Investment Group's 13F filing for Q2 2014, filed 1 Aug 2014.