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PagnatoKarp Partners’s Vanguard Health Care ETF VHT Stock Holding History

PagnatoKarp 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
2018
Q4 		– Sell
-5,171
Closed -$933K – 198
2018
Q3 		$933K Buy
+5,171
New +$889K 0.27% 54
2017
Q4 		– Sell
-5,225
Closed -$799K – 143
2017
Q3 		$799K Buy
+5,225
New +$780K 0.2% 61

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PagnatoKarp Partners's VHT Position: Q4 2018 in Review

PagnatoKarp Partners sold out of Vanguard Health Care ETF (VHT) in Q4 2018, closing a stake of 5,171 shares — an estimated $933K sold.

PagnatoKarp Partners first reported a position in VHT in Q3 2017 and held it in 2 quarters. The position peaked at $933K in Q3 2018. 476 funds tracked by Wall St. Rank hold VHT as of Q4 2018.

  • PagnatoKarp Partners reported no remaining Vanguard Health Care ETF position as of Q4 2018 after selling out during the quarter.
  • PagnatoKarp Partners sold 5,171 Vanguard Health Care ETF shares in Q4 2018, an estimated $933K.
  • PagnatoKarp Partners first reported a position in Vanguard Health Care ETF in Q3 2017 and held it in 2 quarters.
  • PagnatoKarp Partners's Vanguard Health Care ETF position peaked at $933K in Q3 2018.
  • 476 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2018.

Based on PagnatoKarp Partners's 13F filing for Q4 2018, filed 8 Feb 2019.