Meridian Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-535	Closed	-$122K	–	1219
2021 Q1	$122K	Hold	535	–	–	0.04%	97
2020 Q4	$120K	Hold	535	–	–	0.05%	86
2020 Q3	$109K	Hold	535	–	–	0.06%	85
2020 Q2	$103K	Hold	535	–	–	0.06%	89
2020 Q1	$89K	Hold	535	–	–	0.05%	91
2019 Q4	$103K	Buy	+535	New	+$95.9K	0.06%	87

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

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

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

EHC

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Meridian Wealth Partners's VHT Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2021, closing a stake of 535 shares — an estimated $122K sold.

Meridian Wealth Partners first reported a position in VHT in Q4 2019 and held it in 6 quarters. The position peaked at $122K in Q1 2021. 739 funds tracked by Wall St. Rank hold VHT as of Q2 2021.

Meridian Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 535 Vanguard Health Care ETF shares in Q2 2021, an estimated $122K.
Meridian Wealth Partners first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's Vanguard Health Care ETF position peaked at $122K in Q1 2021.
739 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.