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 $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ropes Wealth Advisors's VHT Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2021, closing a stake of 508 shares — an estimated $114K sold.

Ropes Wealth Advisors first reported a position in VHT in Q1 2019 and held it in 8 quarters. The position peaked at $269K in Q3 2019. 731 funds tracked by Wall St. Rank hold VHT as of Q1 2021.

Ropes Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 508 Vanguard Health Care ETF shares in Q1 2021, an estimated $114K.
Ropes Wealth Advisors first reported a position in Vanguard Health Care ETF in Q1 2019 and held it in 8 quarters.
Ropes Wealth Advisors's Vanguard Health Care ETF position peaked at $269K in Q3 2019.
731 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.