MPS Loria Financial Planners’s Vanguard Health Care ETF VHT Stock Holding History

MPS Loria Financial Planners’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	-146	Closed	-$33K	–	545
2021 Q1	$33K	Hold	146	–	–	0.02%	197
2020 Q4	$32K	Hold	146	–	–	0.01%	195
2020 Q3	$30K	Hold	146	–	–	0.02%	177
2020 Q2	$28K	Buy	+146	New	+$27.4K	0.02%	177
2017 Q3	–	Sell	-761	Closed	-$112K	–	327
2017 Q2	$112K	Buy	+761	New	+$108K	0.08%	108

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

MPS Loria Financial Planners's VHT Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Vanguard Health Care ETF (VHT) in Q2 2021, closing a stake of 146 shares — an estimated $33K sold.

MPS Loria Financial Planners first reported a position in VHT in Q2 2017 and held it in 5 quarters. The position peaked at $112K in Q2 2017. 739 funds tracked by Wall St. Rank hold VHT as of Q2 2021.

MPS Loria Financial Planners reported no remaining Vanguard Health Care ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 146 Vanguard Health Care ETF shares in Q2 2021, an estimated $33K.
MPS Loria Financial Planners first reported a position in Vanguard Health Care ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Vanguard Health Care ETF position peaked at $112K in Q2 2017.
739 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.