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Lowe Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Lowe Wealth 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
2020
Q1 		– Sell
-105
Closed -$20K – 343
2019
Q4 		$20K Buy
+105
New +$18.8K 0.01% 115

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lowe Wealth Advisors's VHT Position: Q1 2020 in Review

Lowe Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2020, closing a stake of 105 shares — an estimated $20K sold.

Lowe Wealth Advisors first reported a position in VHT in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 563 funds tracked by Wall St. Rank hold VHT as of Q1 2020.

  • Lowe Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2020 after selling out during the quarter.
  • Lowe Wealth Advisors sold 105 Vanguard Health Care ETF shares in Q1 2020, an estimated $20K.
  • Lowe Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 1 quarter.
  • Lowe Wealth Advisors's Vanguard Health Care ETF position peaked at $20K in Q4 2019.
  • 563 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2020.

Based on Lowe Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.