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

Integer Wealth Advisors 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
2020
Q2 		– Sell
-1,210
Closed -$229K – 67
2020
Q1 		$229K Sell
1,210
-3,622
-75% -$662K 0.26% 55
2019
Q4 		$928K Buy
+4,832
New +$866K 0.92% 29

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Integer Wealth Advisors Group's VHT Position: Q2 2020 in Review

Integer Wealth Advisors Group sold out of Vanguard Health Care ETF (VHT) in Q2 2020, closing a stake of 1,210 shares — an estimated $229K sold.

Integer Wealth Advisors Group first reported a position in VHT in Q4 2019 and held it in 2 quarters. The position peaked at $928K in Q4 2019. 600 funds tracked by Wall St. Rank hold VHT as of Q2 2020.

  • Integer Wealth Advisors Group reported no remaining Vanguard Health Care ETF position as of Q2 2020 after selling out during the quarter.
  • Integer Wealth Advisors Group sold 1,210 Vanguard Health Care ETF shares in Q2 2020, an estimated $229K.
  • Integer Wealth Advisors Group first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 2 quarters.
  • Integer Wealth Advisors Group's Vanguard Health Care ETF position peaked at $928K in Q4 2019.
  • 600 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2020.

Based on Integer Wealth Advisors Group's 13F filing for Q2 2020, filed 10 Jul 2020.