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MBE Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

MBE Wealth Management’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
Q2 		– Sell
-136
Closed -$22K – 499
2020
Q1 		$22K Buy
+136
New +$24.8K 0.02% 204

Other funds holding VHT

UBS Group
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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

MBE Wealth Management's VHT Position: Q2 2020 in Review

MBE Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2020, closing a stake of 136 shares — an estimated $22K sold.

MBE Wealth Management first reported a position in VHT in Q1 2020 and held it in 1 quarter. The position peaked at $22K in Q1 2020. 600 funds tracked by Wall St. Rank hold VHT as of Q2 2020.

  • MBE Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 136 Vanguard Health Care ETF shares in Q2 2020, an estimated $22K.
  • MBE Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Vanguard Health Care ETF position peaked at $22K in Q1 2020.
  • 600 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.