Marino Stram & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Marino Stram & Associates’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 Q2	–	Sell	-1,072	Closed	-$185K	–	551
2019 Q1	$185K	Hold	1,072	–	–	0.13%	80
2018 Q4	$172K	Sell	1,072 -373	-26%	-$63.2K	0.15%	78
2018 Q3	$261K	Sell	1,445 -372	-20%	-$64K	0.21%	68
2018 Q2	$289K	Sell	1,817 -151	-8%	-$23.8K	0.26%	64
2018 Q1	$302K	Hold	1,968	–	–	0.28%	64
2017 Q4	$303K	Buy	+1,968	New	+$302K	0.28%	62

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Marino Stram & Associates's VHT Position: Q2 2019 in Review

Marino Stram & Associates sold out of Vanguard Health Care ETF (VHT) in Q2 2019, closing a stake of 1,072 shares — an estimated $185K sold.

Marino Stram & Associates first reported a position in VHT in Q4 2017 and held it in 6 quarters. The position peaked at $303K in Q4 2017. 476 funds tracked by Wall St. Rank hold VHT as of Q2 2019.

Marino Stram & Associates reported no remaining Vanguard Health Care ETF position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 1,072 Vanguard Health Care ETF shares in Q2 2019, an estimated $185K.
Marino Stram & Associates first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's Vanguard Health Care ETF position peaked at $303K in Q4 2017.
476 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.