Investors Capital Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$274K Buy
2,102
+204
+11% +$26.2K 0.05% 475
2016
Q1
$234K Sell
1,898
-104
-5% -$12.6K 0.05% 510
2015
Q4
$266K Buy
2,002
+313
+19% +$40.8K 0.05% 478
2015
Q3
$207K Sell
1,689
-860
-34% -$118K 0.04% 575
2015
Q2
$356K Buy
2,549
+1,005
+65% +$139K 0.07% 411
2015
Q1
$209K Buy
+1,544
New +$203K 0.04% 598

Other funds holding VHT

Investors Capital Advisory Services's VHT Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Vanguard Health Care ETF (VHT) stake by 11% in Q2 2016, buying an estimated $26.2K and bringing the position to 2,102 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #475.

Investors Capital Advisory Services first reported a position in VHT in Q1 2015 and has held it in 6 quarters since. The position peaked at $356K in Q2 2015. 253 funds tracked by Wall St. Rank hold VHT as of Q2 2016.

  • Investors Capital Advisory Services held 2,102 shares of Vanguard Health Care ETF worth $274K as of Q2 2016.
  • Investors Capital Advisory Services bought 204 Vanguard Health Care ETF shares in Q2 2016, an estimated $26.2K.
  • Vanguard Health Care ETF made up 0.05% of Investors Capital Advisory Services's portfolio in Q2 2016, its #475 holding.
  • Investors Capital Advisory Services first reported a position in Vanguard Health Care ETF in Q1 2015 and has held it in 6 quarters since.
  • Investors Capital Advisory Services's Vanguard Health Care ETF position peaked at $356K in Q2 2015.
  • 253 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.