Patten Group’s Vanguard Health Care ETF VHT Stock Holding History

Patten 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
2019 Q1	–	Sell	-225	Closed	-$36K	–	522
2018 Q4	$36K	Buy	225 +135	+150%	+$22.9K	0.02%	319
2018 Q3	$16K	Hold	90	–	–	0.01%	456
2018 Q2	$14K	Hold	90	–	–	0.01%	444
2018 Q1	$14K	Buy	90 +15	+20%	+$2.4K	0.01%	439
2017 Q4	$12K	Hold	75	–	–	﹤0.01%	478
2017 Q3	$11K	Hold	75	–	–	﹤0.01%	477
2017 Q2	$11K	Hold	75	–	–	﹤0.01%	487
2017 Q1	$10K	Hold	75	–	–	﹤0.01%	469
2016 Q4	$10K	Hold	75	–	–	﹤0.01%	459
2016 Q3	$9.67K	Hold	75	–	–	﹤0.01%	472
2016 Q2	$9.79K	Hold	75	–	–	﹤0.01%	462
2016 Q1	$9.25K	Hold	75	–	–	﹤0.01%	474
2015 Q4	$9.97K	Hold	75	–	–	﹤0.01%	485
2015 Q3	$9.19K	Hold	75	–	–	﹤0.01%	437
2015 Q2	$10.5K	Buy	+75	New	+$10.4K	0.01%	439

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Patten Group's VHT Position: Q1 2019 in Review

Patten Group sold out of Vanguard Health Care ETF (VHT) in Q1 2019, closing a stake of 225 shares — an estimated $36K sold.

Patten Group first reported a position in VHT in Q2 2015 and held it in 15 quarters. The position peaked at $36K in Q4 2018. 482 funds tracked by Wall St. Rank hold VHT as of Q1 2019.

Patten Group reported no remaining Vanguard Health Care ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 225 Vanguard Health Care ETF shares in Q1 2019, an estimated $36K.
Patten Group first reported a position in Vanguard Health Care ETF in Q2 2015 and held it in 15 quarters.
Patten Group's Vanguard Health Care ETF position peaked at $36K in Q4 2018.
482 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.