Security National Bank of So Dak’s Vanguard Health Care ETF VHT Stock Holding History

Security National Bank of So Dak’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	-4,150	Closed	-$666K	–	86
2018 Q4	$666K	Hold	4,150	–	–	0.86%	47
2018 Q3	$749K	Hold	4,150	–	–	0.87%	51
2018 Q2	$660K	Sell	4,150 -175	-4%	-$27.5K	0.77%	59
2018 Q1	$664K	Sell	4,325 -2,463	-36%	-$393K	0.76%	58
2017 Q4	$1.05M	Buy	6,788 +3,188	+89%	+$489K	1.13%	39
2017 Q3	$548K	Hold	3,600	–	–	0.63%	61
2017 Q2	$531K	Hold	3,600	–	–	0.62%	65
2017 Q1	$496K	Sell	3,600 -345	-9%	-$46.5K	0.59%	66
2016 Q4	$500K	Buy	+3,945	New	+$504K	0.61%	66

Other funds holding VHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BCMIO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Security National Bank of So Dak's VHT Position: Q1 2019 in Review

Security National Bank of So Dak sold out of Vanguard Health Care ETF (VHT) in Q1 2019, closing a stake of 4,150 shares — an estimated $666K sold.

Security National Bank of So Dak first reported a position in VHT in Q4 2016 and held it in 9 quarters. The position peaked at $1.05M in Q4 2017. 482 funds tracked by Wall St. Rank hold VHT as of Q1 2019.

Security National Bank of So Dak reported no remaining Vanguard Health Care ETF position as of Q1 2019 after selling out during the quarter.
Security National Bank of So Dak sold 4,150 Vanguard Health Care ETF shares in Q1 2019, an estimated $666K.
Security National Bank of So Dak first reported a position in Vanguard Health Care ETF in Q4 2016 and held it in 9 quarters.
Security National Bank of So Dak's Vanguard Health Care ETF position peaked at $1.05M in Q4 2017.
482 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2019.

Based on Security National Bank of So Dak's 13F filing for Q1 2019, filed 16 May 2019.