Private Vista’s Vanguard Health Care ETF VHT Stock Holding History

Private Vista’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	-2,200	Closed	-$369K	–	156
2019 Q3	$369K	Sell	2,200 -100	-4%	-$17.1K	0.1%	98
2019 Q2	$399K	Sell	2,300 -75	-3%	-$12.7K	0.1%	101
2019 Q1	$409K	Buy	2,375 +175	+8%	+$29.7K	0.1%	98
2018 Q4	$353K	Hold	2,200	–	–	0.08%	107
2018 Q3	$397K	Hold	2,200	–	–	0.08%	105
2018 Q2	$350K	Hold	2,200	–	–	0.08%	106
2018 Q1	$338K	Buy	+2,200	New	+$351K	0.1%	92

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 22.96% 1-Year Est. Return

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

Private Vista's VHT Position: Q4 2019 in Review

Private Vista sold out of Vanguard Health Care ETF (VHT) in Q4 2019, closing a stake of 2,200 shares — an estimated $369K sold.

Private Vista first reported a position in VHT in Q1 2018 and held it in 7 quarters. The position peaked at $409K in Q1 2019. 571 funds tracked by Wall St. Rank hold VHT as of Q4 2019.

Private Vista reported no remaining Vanguard Health Care ETF position as of Q4 2019 after selling out during the quarter.
Private Vista sold 2,200 Vanguard Health Care ETF shares in Q4 2019, an estimated $369K.
Private Vista first reported a position in Vanguard Health Care ETF in Q1 2018 and held it in 7 quarters.
Private Vista's Vanguard Health Care ETF position peaked at $409K in Q1 2019.
571 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2019.

Based on Private Vista's 13F filing for Q4 2019, filed 31 Jan 2020.