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Guidant Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$531K Hold
3,168
– – 0.2% 69
2019
Q2 		$551K Buy
3,168
+13
+0.4% +$2.19K 0.21% 72
2019
Q1 		$544K Buy
+3,155
New +$535K 0.21% 71

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guidant Wealth Advisors's VHT Position: Q3 2019 in Review

Guidant Wealth Advisors held its Vanguard Health Care ETF (VHT) position steady in Q3 2019 at 3,168 shares worth $531K. The position accounts for 0.2% of the portfolio, ranked #69.

Guidant Wealth Advisors first reported a position in VHT in Q1 2019 and has held it in 3 quarters since. The position peaked at $551K in Q2 2019. 469 funds tracked by Wall St. Rank hold VHT as of Q3 2019.

  • Guidant Wealth Advisors held 3,168 shares of Vanguard Health Care ETF worth $531K as of Q3 2019.
  • Guidant Wealth Advisors left its Vanguard Health Care ETF share count unchanged in Q3 2019.
  • Vanguard Health Care ETF made up 0.2% of Guidant Wealth Advisors's portfolio in Q3 2019, its #69 holding.
  • Guidant Wealth Advisors first reported a position in Vanguard Health Care ETF in Q1 2019 and has held it in 3 quarters since.
  • Guidant Wealth Advisors's Vanguard Health Care ETF position peaked at $551K in Q2 2019.
  • 469 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.