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Investment House LLC’s Vanguard Health Care ETF VHT Stock Holding History

Investment House LLC’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
2017
Q2 		– Sell
-3,230
Closed -$445K – 203
2017
Q1 		$445K Hold
3,230
– – 0.06% 144
2016
Q4 		$409K Buy
+3,230
New +$412K 0.06% 145

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Investment House LLC's VHT Position: Q2 2017 in Review

Investment House LLC sold out of Vanguard Health Care ETF (VHT) in Q2 2017, closing a stake of 3,230 shares — an estimated $445K sold.

Investment House LLC first reported a position in VHT in Q4 2016 and held it in 2 quarters. The position peaked at $445K in Q1 2017. 327 funds tracked by Wall St. Rank hold VHT as of Q2 2017.

  • Investment House LLC reported no remaining Vanguard Health Care ETF position as of Q2 2017 after selling out during the quarter.
  • Investment House LLC sold 3,230 Vanguard Health Care ETF shares in Q2 2017, an estimated $445K.
  • Investment House LLC first reported a position in Vanguard Health Care ETF in Q4 2016 and held it in 2 quarters.
  • Investment House LLC's Vanguard Health Care ETF position peaked at $445K in Q1 2017.
  • 327 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2017.

Based on Investment House LLC's 13F filing for Q2 2017, filed 21 Jul 2017.