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Lee Financial Group Hawaii’s Vanguard Health Care ETF VHT Stock Holding History

Lee Financial Group Hawaii’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
-1,562
Closed -$349K – 42
2020
Q4 		$349K Buy
1,562
+475
+44% +$102K 0.29% 37
2020
Q3 		$222K Buy
+1,087
New +$220K 0.18% 40

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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

Lee Financial Group Hawaii's VHT Position: Q1 2021 in Review

Lee Financial Group Hawaii sold out of Vanguard Health Care ETF (VHT) in Q1 2021, closing a stake of 1,562 shares — an estimated $349K sold.

Lee Financial Group Hawaii first reported a position in VHT in Q3 2020 and held it in 2 quarters. The position peaked at $349K in Q4 2020. 731 funds tracked by Wall St. Rank hold VHT as of Q1 2021.

  • Lee Financial Group Hawaii reported no remaining Vanguard Health Care ETF position as of Q1 2021 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 1,562 Vanguard Health Care ETF shares in Q1 2021, an estimated $349K.
  • Lee Financial Group Hawaii first reported a position in Vanguard Health Care ETF in Q3 2020 and held it in 2 quarters.
  • Lee Financial Group Hawaii's Vanguard Health Care ETF position peaked at $349K in Q4 2020.
  • 731 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2021, filed 10 May 2021.