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

MYCIO 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
2020 Q1	–	Sell	-310	Closed	-$59K	–	377
2019 Q4	$59K	Buy	310 +3	+1%	+$538	﹤0.01%	389
2019 Q3	$52K	Hold	307	–	–	﹤0.01%	365
2019 Q2	$53K	Buy	+307	New	+$51.8K	﹤0.01%	340
2016 Q4	–	Sell	-551	Closed	-$73K	–	642
2016 Q3	$73K	Sell	551 -18	-3%	-$2.43K	0.01%	295
2016 Q2	$74K	Buy	569 +2	+0.4%	+$257	0.01%	292
2016 Q1	$70K	Buy	567 +2	+0.4%	+$243	0.01%	279
2015 Q4	$75K	Buy	565 +2	+0.4%	+$261	0.01%	247
2015 Q3	$69K	Buy	563 +25	+5%	+$3.43K	0.01%	258
2015 Q2	$75K	Hold	538	–	–	0.01%	250
2015 Q1	$73K	Buy	+538	New	+$70.9K	0.01%	247

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYCIO Wealth Partners's VHT Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q1 2020, closing a stake of 310 shares — an estimated $59K sold.

MYCIO Wealth Partners first reported a position in VHT in Q1 2015 and held it in 10 quarters. The position peaked at $75K in Q4 2015. 563 funds tracked by Wall St. Rank hold VHT as of Q1 2020.

MYCIO Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 310 Vanguard Health Care ETF shares in Q1 2020, an estimated $59K.
MYCIO Wealth Partners first reported a position in Vanguard Health Care ETF in Q1 2015 and held it in 10 quarters.
MYCIO Wealth Partners's Vanguard Health Care ETF position peaked at $75K in Q4 2015.
563 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.