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Secrest Blakey & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Secrest Blakey & Associates’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
Q1 		– Sell
-1,380
Closed -$222K – 133
2018
Q4 		$222K Buy
1,380
+2
+0.1% +$339 0.19% 90
2018
Q3 		$249K Buy
1,378
+4
+0.3% +$688 0.19% 91
2018
Q2 		$219K Hold
1,374
– – 0.17% 98
2018
Q1 		$211K Sell
1,374
-52
-4% -$8.3K 0.18% 97
2017
Q4 		$220K Buy
+1,426
New +$219K 0.18% 98

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Secrest Blakey & Associates's VHT Position: Q1 2019 in Review

Secrest Blakey & Associates sold out of Vanguard Health Care ETF (VHT) in Q1 2019, closing a stake of 1,380 shares — an estimated $222K sold.

Secrest Blakey & Associates first reported a position in VHT in Q4 2017 and held it in 5 quarters. The position peaked at $249K in Q3 2018. 482 funds tracked by Wall St. Rank hold VHT as of Q1 2019.

  • Secrest Blakey & Associates reported no remaining Vanguard Health Care ETF position as of Q1 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 1,380 Vanguard Health Care ETF shares in Q1 2019, an estimated $222K.
  • Secrest Blakey & Associates first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 5 quarters.
  • Secrest Blakey & Associates's Vanguard Health Care ETF position peaked at $249K in Q3 2018.
  • 482 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2019.

Based on Secrest Blakey & Associates's 13F filing for Q1 2019, filed 6 May 2019.