Greystone Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Greystone Investment 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
2018 Q4	$406K	Hold	2,530	–	–	0.21%	39
2018 Q3	$456K	Hold	2,530	–	–	0.2%	39
2018 Q2	$403K	Hold	2,530	–	–	0.19%	40
2018 Q1	$388K	Hold	2,530	–	–	0.18%	41
2017 Q4	$390K	Hold	2,530	–	–	0.18%	42
2017 Q3	$385K	Hold	2,530	–	–	0.19%	40
2017 Q2	$373K	Buy	+2,530	New	+$358K	0.18%	40

Other funds holding VHT

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $116B AUM 26.37% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Greystone Investment Management's VHT Position: Q4 2018 in Review

Greystone Investment Management held its Vanguard Health Care ETF (VHT) position steady in Q4 2018 at 2,530 shares worth $406K. The position accounts for 0.21% of the portfolio, ranked #39.

Greystone Investment Management first reported a position in VHT in Q2 2017 and has held it in 7 quarters since. The position peaked at $456K in Q3 2018. 476 funds tracked by Wall St. Rank hold VHT as of Q4 2018.

Greystone Investment Management held 2,530 shares of Vanguard Health Care ETF worth $406K as of Q4 2018.
Greystone Investment Management left its Vanguard Health Care ETF share count unchanged in Q4 2018.
Vanguard Health Care ETF made up 0.21% of Greystone Investment Management's portfolio in Q4 2018, its #39 holding.
Greystone Investment Management first reported a position in Vanguard Health Care ETF in Q2 2017 and has held it in 7 quarters since.
Greystone Investment Management's Vanguard Health Care ETF position peaked at $456K in Q3 2018.
476 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2018.

Based on Greystone Investment Management's 13F filing for Q4 2018, filed 14 Jan 2019.