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Legacy Financial Strategies’s Vanguard Health Care ETF VHT Stock Holding History

Legacy Financial Strategies’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
2018
Q2 		– Sell
-2,985
Closed -$458K – 100
2018
Q1 		$458K Sell
2,985
-13
-0.4% -$2.08K 0.45% 39
2017
Q4 		$462K Buy
+2,998
New +$460K 0.49% 36

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
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
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

Legacy Financial Strategies's VHT Position: Q2 2018 in Review

Legacy Financial Strategies sold out of Vanguard Health Care ETF (VHT) in Q2 2018, closing a stake of 2,985 shares — an estimated $458K sold.

Legacy Financial Strategies first reported a position in VHT in Q4 2017 and held it in 2 quarters. The position peaked at $462K in Q4 2017. 400 funds tracked by Wall St. Rank hold VHT as of Q2 2018.

  • Legacy Financial Strategies reported no remaining Vanguard Health Care ETF position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 2,985 Vanguard Health Care ETF shares in Q2 2018, an estimated $458K.
  • Legacy Financial Strategies first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Strategies's Vanguard Health Care ETF position peaked at $462K in Q4 2017.
  • 400 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2018.

Based on Legacy Financial Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.