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Global Financial Private Client’s Vanguard Health Care ETF VHT Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-60
Closed -$9.57K – 547
2020
Q1 		$9.57K Sell
60
-59
-50% -$10.8K 0.01% 354
2019
Q4 		$22.8K Buy
+119
New +$21.3K 0.02% 325

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Global Financial Private Client's VHT Position: Q2 2020 in Review

Global Financial Private Client sold out of Vanguard Health Care ETF (VHT) in Q2 2020, closing a stake of 60 shares — an estimated $9.57K sold.

Global Financial Private Client first reported a position in VHT in Q4 2019 and held it in 2 quarters. The position peaked at $22.8K in Q4 2019. 600 funds tracked by Wall St. Rank hold VHT as of Q2 2020.

  • Global Financial Private Client reported no remaining Vanguard Health Care ETF position as of Q2 2020 after selling out during the quarter.
  • Global Financial Private Client sold 60 Vanguard Health Care ETF shares in Q2 2020, an estimated $9.57K.
  • Global Financial Private Client first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 2 quarters.
  • Global Financial Private Client's Vanguard Health Care ETF position peaked at $22.8K in Q4 2019.
  • 600 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2020.

Based on Global Financial Private Client's 13F filing for Q2 2020, filed 16 May 2024.