Optimum Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Optimum Investment Advisors’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	-658	Closed	-$126K	–	953
2019 Q4	$126K	Sell	658 -36	-5%	-$6.46K	0.04%	355
2019 Q3	$116K	Sell	694 -108	-13%	-$18.5K	0.04%	355
2019 Q2	$140K	Sell	802 -51	-6%	-$8.61K	0.05%	321
2019 Q1	$147K	Buy	853 +41	+5%	+$6.95K	0.05%	321
2018 Q4	$130K	Buy	812 +612	+306%	+$104K	0.04%	323
2018 Q3	$36K	Hold	200	–	–	0.01%	608
2018 Q2	$32K	Hold	200	–	–	0.01%	630
2018 Q1	$31K	Buy	+200	New	+$31.9K	0.01%	623
2015 Q1	$146K	Hold	1,080	–	–	0.05%	326
2014 Q4	$136K	Hold	1,080	–	–	0.04%	322
2014 Q3	$126K	Sell	1,080 -120	-10%	-$13.8K	0.04%	321
2014 Q2	$134K	Sell	1,200 -100	-8%	-$10.7K	0.04%	311
2014 Q1	$139K	Hold	1,300	–	–	0.05%	265
2013 Q4	$131K	Sell	1,300 -100	-7%	-$9.8K	0.05%	264
2013 Q3	$130K	Buy	+1,400	New	+$128K	0.05%	256

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

Optimum Investment Advisors's VHT Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2020, closing a stake of 658 shares — an estimated $126K sold.

Optimum Investment Advisors first reported a position in VHT in Q3 2013 and held it in 15 quarters. The position peaked at $147K in Q1 2019. 563 funds tracked by Wall St. Rank hold VHT as of Q1 2020.

Optimum Investment Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2020 after selling out during the quarter.
Optimum Investment Advisors sold 658 Vanguard Health Care ETF shares in Q1 2020, an estimated $126K.
Optimum Investment Advisors first reported a position in Vanguard Health Care ETF in Q3 2013 and held it in 15 quarters.
Optimum Investment Advisors's Vanguard Health Care ETF position peaked at $147K in Q1 2019.
563 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.