Mid Atlantic Financial Management’s Vanguard Health Care ETF VHT Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$363K	Buy	1,471 +151	+11%	+$38.7K	0.02%	576
2021 Q2	$326K	Sell	1,320 -93	-7%	-$22.2K	0.02%	633
2021 Q1	$323K	Sell	1,413 -70	-5%	-$16.1K	0.02%	595
2020 Q4	$332K	Buy	1,483 +2	+0.1%	+$427	0.03%	539
2020 Q3	$319K	Buy	1,481 +2	+0.1%	+$405	0.03%	497
2020 Q2	$285K	Sell	1,479 -1,773	-55%	-$333K	0.03%	502
2020 Q1	$540K	Buy	3,252 +129	+4%	+$23.6K	0.06%	283
2019 Q4	$599K	Buy	3,123 +49	+2%	+$8.79K	0.06%	337
2019 Q3	$515K	Buy	3,074 +226	+8%	+$38.7K	0.06%	348
2019 Q2	$495K	Buy	2,848 +1,048	+58%	+$177K	0.05%	372
2019 Q1	$310K	Sell	1,800 -56	-3%	-$9.49K	0.03%	498
2018 Q4	$298K	Buy	+1,856	New	+$314K	0.04%	472

Other funds holding VHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mid Atlantic Financial Management's VHT Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Health Care ETF (VHT) stake by 11% in Q3 2021, buying an estimated $38.7K and bringing the position to 1,471 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #576.

Mid Atlantic Financial Management first reported a position in VHT in Q4 2018 and has held it in 12 quarters since. The position peaked at $599K in Q4 2019. 773 funds tracked by Wall St. Rank hold VHT as of Q3 2021.

Mid Atlantic Financial Management held 1,471 shares of Vanguard Health Care ETF worth $363K as of Q3 2021.
Mid Atlantic Financial Management bought 151 Vanguard Health Care ETF shares in Q3 2021, an estimated $38.7K.
Vanguard Health Care ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #576 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Health Care ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Vanguard Health Care ETF position peaked at $599K in Q4 2019.
773 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.