Price Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Price Wealth’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 Q4	–	Sell	-295	Closed	-$49K	–	472
2019 Q3	$49K	Hold	295	–	–	0.02%	118
2019 Q2	$51K	Hold	295	–	–	0.02%	118
2019 Q1	$51K	Sell	295 -30	-9%	-$5.08K	0.02%	89
2018 Q4	$52K	Hold	325	–	–	0.02%	87
2018 Q3	$59K	Hold	325	–	–	0.02%	79
2018 Q2	$52K	Buy	+325	New	+$51.2K	0.02%	110

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

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

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

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

Price Wealth's VHT Position: Q4 2019 in Review

Price Wealth sold out of Vanguard Health Care ETF (VHT) in Q4 2019, closing a stake of 295 shares — an estimated $49K sold.

Price Wealth first reported a position in VHT in Q2 2018 and held it in 6 quarters. The position peaked at $59K in Q3 2018. 571 funds tracked by Wall St. Rank hold VHT as of Q4 2019.

Price Wealth reported no remaining Vanguard Health Care ETF position as of Q4 2019 after selling out during the quarter.
Price Wealth sold 295 Vanguard Health Care ETF shares in Q4 2019, an estimated $49K.
Price Wealth first reported a position in Vanguard Health Care ETF in Q2 2018 and held it in 6 quarters.
Price Wealth's Vanguard Health Care ETF position peaked at $59K in Q3 2018.
571 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2019.

Based on Price Wealth's 13F filing for Q4 2019, filed 16 Jan 2020.