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Osborn Williams & Donohoe’s Vanguard Health Care ETF VHT Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-590
Closed -$101K – 647
2019
Q1 		$101K Buy
+590
New +$100K 0.01% 410

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osborn Williams & Donohoe's VHT Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Vanguard Health Care ETF (VHT) in Q2 2019, closing a stake of 590 shares — an estimated $101K sold.

Osborn Williams & Donohoe first reported a position in VHT in Q1 2019 and held it in 1 quarter. The position peaked at $101K in Q1 2019. 476 funds tracked by Wall St. Rank hold VHT as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Vanguard Health Care ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 590 Vanguard Health Care ETF shares in Q2 2019, an estimated $101K.
  • Osborn Williams & Donohoe first reported a position in Vanguard Health Care ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Vanguard Health Care ETF position peaked at $101K in Q1 2019.
  • 476 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.