Little House Capital’s Vanguard Health Care ETF VHT Stock Holding History

Little House Capital’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 Q4	–	Sell	-1,505	Closed	-$253K	–	107
2019 Q3	$253K	Hold	1,505	–	–	0.19%	93
2019 Q2	$260K	Hold	1,505	–	–	0.17%	92
2019 Q1	$259K	Hold	1,505	–	–	0.19%	94
2018 Q4	$242K	Buy	+1,505	New	+$255K	0.23%	92

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

EHC

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Little House Capital's VHT Position: Q4 2019 in Review

Little House Capital sold out of Vanguard Health Care ETF (VHT) in Q4 2019, closing a stake of 1,505 shares — an estimated $253K sold.

Little House Capital first reported a position in VHT in Q4 2018 and held it in 4 quarters. The position peaked at $260K in Q2 2019. 571 funds tracked by Wall St. Rank hold VHT as of Q4 2019.

Little House Capital reported no remaining Vanguard Health Care ETF position as of Q4 2019 after selling out during the quarter.
Little House Capital sold 1,505 Vanguard Health Care ETF shares in Q4 2019, an estimated $253K.
Little House Capital first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 4 quarters.
Little House Capital's Vanguard Health Care ETF position peaked at $260K in Q2 2019.
571 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2019.

Based on Little House Capital's 13F filing for Q4 2019, filed 12 Feb 2020.