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

Gupta 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
2016
Q1 		$6K Hold
50
– – ﹤0.01% 947
2015
Q4 		$7K Sell
50
-50
-50% -$6.51K ﹤0.01% 975
2015
Q3 		$12K Buy
100
+50
+100% +$6.86K ﹤0.01% 871
2015
Q2 		$7K Hold
50
– – ﹤0.01% 975
2015
Q1 		$7K Buy
+50
New +$6.59K ﹤0.01% 836

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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Gupta Wealth Management's VHT Position: Q1 2016 in Review

Gupta Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2016 at 50 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Gupta Wealth Management first reported a position in VHT in Q1 2015 and has held it in 5 quarters since. The position peaked at $12K in Q3 2015. 244 funds tracked by Wall St. Rank hold VHT as of Q1 2016.

  • Gupta Wealth Management held 50 shares of Vanguard Health Care ETF worth $6K as of Q1 2016.
  • Gupta Wealth Management left its Vanguard Health Care ETF share count unchanged in Q1 2016.
  • Vanguard Health Care ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #947 holding.
  • Gupta Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Vanguard Health Care ETF position peaked at $12K in Q3 2015.
  • 244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.