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

SFMG 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
2013
Q3 		– Sell
-131,771
Closed -$11.4M – 77
2013
Q2 		$11.4M Buy
+131,771
New +$11.4M 4.55% 8

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

SFMG Wealth Advisors's VHT Position: Q3 2013 in Review

SFMG Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2013, closing a stake of 131,771 shares — an estimated $11.4M sold.

SFMG Wealth Advisors first reported a position in VHT in Q2 2013 and held it in 1 quarter. The position peaked at $11.4M in Q2 2013. 124 funds tracked by Wall St. Rank hold VHT as of Q3 2013.

  • SFMG Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2013 after selling out during the quarter.
  • SFMG Wealth Advisors sold 131,771 Vanguard Health Care ETF shares in Q3 2013, an estimated $11.4M.
  • SFMG Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2013 and held it in 1 quarter.
  • SFMG Wealth Advisors's Vanguard Health Care ETF position peaked at $11.4M in Q2 2013.
  • 124 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2013.

Based on SFMG Wealth Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.