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Placemark Investments’s Vanguard Health Care ETF VHT Stock Holding History

Placemark Investments’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
2014
Q4 		$542K Buy
4,325
+1,838
+74% +$226K 0.01% 1136
2014
Q3 		$291K Buy
2,487
+816
+49% +$93.5K 0.01% 1418
2014
Q2 		$187K Sell
1,671
-127
-7% -$13.6K ﹤0.01% 1574
2014
Q1 		$192K Buy
1,798
+30
+2% +$3.17K ﹤0.01% 1523
2013
Q4 		$177K Buy
+1,768
New +$173K ﹤0.01% 1550

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Placemark Investments's VHT Position: Q4 2014 in Review

Placemark Investments increased its Vanguard Health Care ETF (VHT) stake by 74% in Q4 2014, buying an estimated $226K and bringing the position to 4,325 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #1136.

Placemark Investments first reported a position in VHT in Q4 2013 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold VHT as of Q4 2014.

  • Placemark Investments held 4,325 shares of Vanguard Health Care ETF worth $542K as of Q4 2014.
  • Placemark Investments bought 1,838 Vanguard Health Care ETF shares in Q4 2014, an estimated $226K.
  • Vanguard Health Care ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1136 holding.
  • Placemark Investments first reported a position in Vanguard Health Care ETF in Q4 2013 and has held it in 5 quarters since.
  • 201 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.