Nadler Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Nadler Financial Group’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 Q1	–	Sell	-2,452	Closed	-$549K	–	130
2020 Q4	$549K	Buy	2,452 +90	+4%	+$19.2K	0.1%	63
2020 Q3	$482K	Sell	2,362 -75	-3%	-$15.2K	0.11%	64
2020 Q2	$469K	Buy	+2,437	New	+$457K	0.12%	57
2016 Q1	–	Sell	-1,677	Closed	-$223K	–	88
2015 Q4	$223K	Buy	+1,677	New	+$218K	0.1%	78
2015 Q3	–	Sell	-1,527	Closed	-$214K	–	87
2015 Q2	$214K	Buy	+1,527	New	+$211K	0.1%	75

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

EHC

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

BCMIO

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

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

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

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

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

Nadler Financial Group's VHT Position: Q1 2021 in Review

Nadler Financial Group sold out of Vanguard Health Care ETF (VHT) in Q1 2021, closing a stake of 2,452 shares — an estimated $549K sold.

Nadler Financial Group first reported a position in VHT in Q2 2015 and held it in 5 quarters. The position peaked at $549K in Q4 2020. 731 funds tracked by Wall St. Rank hold VHT as of Q1 2021.

Nadler Financial Group reported no remaining Vanguard Health Care ETF position as of Q1 2021 after selling out during the quarter.
Nadler Financial Group sold 2,452 Vanguard Health Care ETF shares in Q1 2021, an estimated $549K.
Nadler Financial Group first reported a position in Vanguard Health Care ETF in Q2 2015 and held it in 5 quarters.
Nadler Financial Group's Vanguard Health Care ETF position peaked at $549K in Q4 2020.
731 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2021.

Based on Nadler Financial Group's 13F filing for Q1 2021, filed 14 Apr 2021.