Partnervest Advisory Services’s Vanguard Health Care ETF VHT Stock Holding History

Partnervest Advisory Services’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	-2,194	Closed	-$378K	–	282
2019 Q1	$378K	Buy	+2,194	New	+$372K	0.16%	122
2014 Q3	–	Sell	-696	Closed	-$78K	–	770
2014 Q2	$78K	Hold	696	–	–	0.04%	286
2014 Q1	$74K	Hold	696	–	–	0.03%	274
2013 Q4	$70K	Buy	696 +32	+5%	+$3.14K	0.03%	261
2013 Q3	$62K	Hold	664	–	–	0.03%	245
2013 Q2	$57K	Buy	+664	New	+$57.3K	0.03%	221

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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 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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Partnervest Advisory Services's VHT Position: Q2 2019 in Review

Partnervest Advisory Services sold out of Vanguard Health Care ETF (VHT) in Q2 2019, closing a stake of 2,194 shares — an estimated $378K sold.

Partnervest Advisory Services first reported a position in VHT in Q2 2013 and held it in 6 quarters. The position peaked at $378K in Q1 2019. 476 funds tracked by Wall St. Rank hold VHT as of Q2 2019.

Partnervest Advisory Services reported no remaining Vanguard Health Care ETF position as of Q2 2019 after selling out during the quarter.
Partnervest Advisory Services sold 2,194 Vanguard Health Care ETF shares in Q2 2019, an estimated $378K.
Partnervest Advisory Services first reported a position in Vanguard Health Care ETF in Q2 2013 and held it in 6 quarters.
Partnervest Advisory Services's Vanguard Health Care ETF position peaked at $378K in Q1 2019.
476 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2019.

Based on Partnervest Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.