Pin Oak Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Pin Oak Investment Advisors’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
2021 Q3	–	Sell	-50	Closed	-$12K	–	430
2021 Q2	$12K	Hold	50	–	–	0.01%	298
2021 Q1	$11K	Hold	50	–	–	0.01%	310
2020 Q4	$11K	Sell	50 -50	-50%	-$10.7K	0.01%	330
2020 Q3	$20K	Hold	100	–	–	0.02%	236
2020 Q2	$19K	Hold	100	–	–	0.02%	233
2020 Q1	$17K	Hold	100	–	–	0.02%	236
2019 Q4	$19K	Hold	100	–	–	0.02%	266
2019 Q3	$17K	Hold	100	–	–	0.01%	274
2019 Q2	$17K	Hold	100	–	–	0.01%	289
2019 Q1	$17K	Hold	100	–	–	0.01%	279
2018 Q4	$16K	Hold	100	–	–	0.01%	271
2018 Q3	$18K	Buy	+100	New	+$17.2K	0.01%	270

Other funds holding VHT

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Pin Oak Investment Advisors's VHT Position: Q3 2021 in Review

Pin Oak Investment Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2021, closing a stake of 50 shares — an estimated $12K sold.

Pin Oak Investment Advisors first reported a position in VHT in Q3 2018 and held it in 12 quarters. The position peaked at $20K in Q3 2020. 773 funds tracked by Wall St. Rank hold VHT as of Q3 2021.

Pin Oak Investment Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2021 after selling out during the quarter.
Pin Oak Investment Advisors sold 50 Vanguard Health Care ETF shares in Q3 2021, an estimated $12K.
Pin Oak Investment Advisors first reported a position in Vanguard Health Care ETF in Q3 2018 and held it in 12 quarters.
Pin Oak Investment Advisors's Vanguard Health Care ETF position peaked at $20K in Q3 2020.
773 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2021.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.