Peloton Wealth Strategists’s Vanguard Health Care ETF VHT Stock Holding History

Peloton Wealth Strategists’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
2017 Q2	–	Sell	-11,297	Closed	-$840K	–	73
2017 Q1	$840K	Buy	+11,297	New	+$1.52M	0.69%	56
2016 Q1	–	Sell	-1,882	Closed	-$250K	–	77
2015 Q4	$250K	Hold	1,882	–	–	0.22%	73
2015 Q3	$231K	Buy	1,882 +101	+6%	+$13.9K	0.2%	73
2015 Q2	$249K	Sell	1,781 -75	-4%	-$10.4K	0.2%	72
2015 Q1	$252K	Buy	1,856 +50	+3%	+$6.59K	0.2%	73
2014 Q4	$227K	Buy	+1,806	New	+$222K	0.17%	76
2014 Q3	–	Sell	-1,668	Closed	-$218K	–	100
2014 Q2	$218K	Buy	+1,668	New	+$178K	0.19%	69

Other funds holding VHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Peloton Wealth Strategists's VHT Position: Q2 2017 in Review

Peloton Wealth Strategists sold out of Vanguard Health Care ETF (VHT) in Q2 2017, closing a stake of 11,297 shares — an estimated $840K sold.

Peloton Wealth Strategists first reported a position in VHT in Q2 2014 and held it in 7 quarters. The position peaked at $840K in Q1 2017. 326 funds tracked by Wall St. Rank hold VHT as of Q2 2017.

Peloton Wealth Strategists reported no remaining Vanguard Health Care ETF position as of Q2 2017 after selling out during the quarter.
Peloton Wealth Strategists sold 11,297 Vanguard Health Care ETF shares in Q2 2017, an estimated $840K.
Peloton Wealth Strategists first reported a position in Vanguard Health Care ETF in Q2 2014 and held it in 7 quarters.
Peloton Wealth Strategists's Vanguard Health Care ETF position peaked at $840K in Q1 2017.
326 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2017.

Based on Peloton Wealth Strategists's 13F filing for Q2 2017, filed 10 Aug 2017.