Karp Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Karp Capital 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
2017 Q3	–	Sell	-17,454	Closed	-$2.57M	–	119
2017 Q2	$2.57M	Buy	17,454 +40	+0.2%	+$5.65K	1.27%	31
2017 Q1	$2.4M	Sell	17,414 -624	-3%	-$84K	1.36%	34
2016 Q4	$2.29M	Sell	18,038 -344	-2%	-$43.9K	1.51%	29
2016 Q3	$2.44M	Buy	18,382 +1,700	+10%	+$229K	1.56%	29
2016 Q2	$2.18M	Buy	16,682 +156	+0.9%	+$20K	1.45%	32
2016 Q1	$2.04M	Sell	16,526 -7,419	-31%	-$902K	1.41%	33
2015 Q4	$3.18M	Buy	23,945 +5,090	+27%	+$663K	1.85%	19
2015 Q3	$2.31M	Buy	18,855 +1,147	+6%	+$157K	1.58%	25
2015 Q2	$2.48M	Buy	17,708 +1,265	+8%	+$175K	1.67%	20
2015 Q1	$2.23M	Buy	16,443 +1,025	+7%	+$135K	1.51%	24
2014 Q4	$1.94M	Buy	+15,418	New	+$1.89M	1.41%	23

Other funds holding VHT

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Karp Capital Management's VHT Position: Q3 2017 in Review

Karp Capital Management sold out of Vanguard Health Care ETF (VHT) in Q3 2017, closing a stake of 17,454 shares — an estimated $2.57M sold.

Karp Capital Management first reported a position in VHT in Q4 2014 and held it in 11 quarters. The position peaked at $3.18M in Q4 2015. 340 funds tracked by Wall St. Rank hold VHT as of Q3 2017.

Karp Capital Management reported no remaining Vanguard Health Care ETF position as of Q3 2017 after selling out during the quarter.
Karp Capital Management sold 17,454 Vanguard Health Care ETF shares in Q3 2017, an estimated $2.57M.
Karp Capital Management first reported a position in Vanguard Health Care ETF in Q4 2014 and held it in 11 quarters.
Karp Capital Management's Vanguard Health Care ETF position peaked at $3.18M in Q4 2015.
340 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2017.

Based on Karp Capital Management's 13F filing for Q3 2017, filed 30 Oct 2017.