Leonard Rickey Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Leonard Rickey Investment Advisors’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
2019 Q3	–	Sell	-1,485	Closed	-$258K	–	83
2019 Q2	$258K	Sell	1,485 -357	-19%	-$60.3K	0.17%	58
2019 Q1	$318K	Sell	1,842 -8	-0.4%	-$1.36K	0.23%	49
2018 Q4	$297K	Buy	+1,850	New	+$313K	0.25%	47

Other funds holding VHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leonard Rickey Investment Advisors's VHT Position: Q3 2019 in Review

Leonard Rickey Investment Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2019, closing a stake of 1,485 shares — an estimated $258K sold.

Leonard Rickey Investment Advisors first reported a position in VHT in Q4 2018 and held it in 3 quarters. The position peaked at $318K in Q1 2019. 469 funds tracked by Wall St. Rank hold VHT as of Q3 2019.

Leonard Rickey Investment Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2019 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 1,485 Vanguard Health Care ETF shares in Q3 2019, an estimated $258K.
Leonard Rickey Investment Advisors first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 3 quarters.
Leonard Rickey Investment Advisors's Vanguard Health Care ETF position peaked at $318K in Q1 2019.
469 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2019.

Based on Leonard Rickey Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.