Simon Quick Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Simon Quick 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 Q2	–	Sell	-418	Closed	-$95K	–	481
2021 Q1	$95K	Buy	418 +1	+0.2%	+$229	0.03%	152
2020 Q4	$93K	Buy	417 +2	+0.5%	+$427	0.03%	148
2020 Q3	$85K	Buy	415 +1	+0.2%	+$202	0.02%	146
2020 Q2	$80K	Buy	+414	New	+$77.7K	0.03%	150
2018 Q3	–	Sell	-212	Closed	-$33K	–	341
2018 Q2	$33K	Hold	212	–	–	0.01%	215
2018 Q1	$33K	Buy	+212	New	+$33.8K	0.01%	195

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Simon Quick Advisors's VHT Position: Q2 2021 in Review

Simon Quick Advisors sold out of Vanguard Health Care ETF (VHT) in Q2 2021, closing a stake of 418 shares — an estimated $95K sold.

Simon Quick Advisors first reported a position in VHT in Q1 2018 and held it in 6 quarters. The position peaked at $95K in Q1 2021. 739 funds tracked by Wall St. Rank hold VHT as of Q2 2021.

Simon Quick Advisors reported no remaining Vanguard Health Care ETF position as of Q2 2021 after selling out during the quarter.
Simon Quick Advisors sold 418 Vanguard Health Care ETF shares in Q2 2021, an estimated $95K.
Simon Quick Advisors first reported a position in Vanguard Health Care ETF in Q1 2018 and held it in 6 quarters.
Simon Quick Advisors's Vanguard Health Care ETF position peaked at $95K in Q1 2021.
739 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2021.

Based on Simon Quick Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.