Ropes Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Ropes Wealth 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 Q1	–	Sell	-508	Closed	-$114K	–	764
2020 Q4	$114K	Hold	508	–	–	0.02%	298
2020 Q3	$104K	Buy	508 +2	+0.4%	+$405	0.02%	264
2020 Q2	$98K	Buy	506 +2	+0.4%	+$375	0.02%	256
2020 Q1	$84K	Sell	504 -469	-48%	-$85.7K	0.02%	244
2019 Q4	$187K	Sell	973 -632	-39%	-$113K	0.04%	217
2019 Q3	$269K	Buy	1,605 +470	+41%	+$80.4K	0.06%	190
2019 Q2	$197K	Sell	1,135 -64	-5%	-$10.8K	0.04%	218
2019 Q1	$207K	Buy	+1,199	New	+$203K	0.05%	211

Other funds holding VHT

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return