Prelude Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

Prelude Capital Management’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
2020 Q1	–	Sell	-536	Closed	-$103K	–	2073
2019 Q4	$103K	Hold	536	–	–	﹤0.01%	1092
2019 Q3	$90K	Hold	536	–	–	﹤0.01%	991
2019 Q2	$93K	Buy	+536	New	+$90.5K	﹤0.01%	970
2013 Q3	–	Sell	-800	Closed	-$69K	–	1840
2013 Q2	$69K	Buy	+800	New	+$69K	0.01%	779

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

BCMIO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Prelude Capital Management's VHT Position: Q1 2020 in Review

Prelude Capital Management sold out of Vanguard Health Care ETF (VHT) in Q1 2020, closing a stake of 536 shares — an estimated $103K sold.

Prelude Capital Management first reported a position in VHT in Q2 2013 and held it in 4 quarters. The position peaked at $103K in Q4 2019. 563 funds tracked by Wall St. Rank hold VHT as of Q1 2020.

Prelude Capital Management reported no remaining Vanguard Health Care ETF position as of Q1 2020 after selling out during the quarter.
Prelude Capital Management sold 536 Vanguard Health Care ETF shares in Q1 2020, an estimated $103K.
Prelude Capital Management first reported a position in Vanguard Health Care ETF in Q2 2013 and held it in 4 quarters.
Prelude Capital Management's Vanguard Health Care ETF position peaked at $103K in Q4 2019.
563 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2020.

Based on Prelude Capital Management's 13F filing for Q1 2020, filed 15 May 2020.