JGUA
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John G. Ullman & Associates’s Vanguard Health Care ETF VHT Stock Holding History

John G. Ullman & Associates’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
2021
Q1 		– Sell
-1,000
Closed -$224K – 161
2020
Q4 		$224K Hold
1,000
– – 0.03% 144
2020
Q3 		$204K Buy
+1,000
New +$202K 0.04% 122

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

John G. Ullman & Associates's VHT Position: Q1 2021 in Review

John G. Ullman & Associates sold out of Vanguard Health Care ETF (VHT) in Q1 2021, closing a stake of 1,000 shares — an estimated $224K sold.

John G. Ullman & Associates first reported a position in VHT in Q3 2020 and held it in 2 quarters. The position peaked at $224K in Q4 2020. 731 funds tracked by Wall St. Rank hold VHT as of Q1 2021.

  • John G. Ullman & Associates reported no remaining Vanguard Health Care ETF position as of Q1 2021 after selling out during the quarter.
  • John G. Ullman & Associates sold 1,000 Vanguard Health Care ETF shares in Q1 2021, an estimated $224K.
  • John G. Ullman & Associates first reported a position in Vanguard Health Care ETF in Q3 2020 and held it in 2 quarters.
  • John G. Ullman & Associates's Vanguard Health Care ETF position peaked at $224K in Q4 2020.
  • 731 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2021.

Based on John G. Ullman & Associates's 13F filing for Q1 2021, filed 22 Apr 2021.