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Smart Portfolios LLC’s Vanguard Health Care ETF VHT Stock Holding History

Smart Portfolios LLC’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
2020
Q4 		– Sell
-1,154
Closed -$235K – 47
2020
Q3 		$235K Hold
1,154
– – 0.27% 37
2020
Q2 		$237K Buy
+1,154
New +$217K 0.26% 35

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Smart Portfolios LLC's VHT Position: Q4 2020 in Review

Smart Portfolios LLC sold out of Vanguard Health Care ETF (VHT) in Q4 2020, closing a stake of 1,154 shares — an estimated $235K sold.

Smart Portfolios LLC first reported a position in VHT in Q2 2020 and held it in 2 quarters. The position peaked at $237K in Q2 2020. 706 funds tracked by Wall St. Rank hold VHT as of Q4 2020.

  • Smart Portfolios LLC reported no remaining Vanguard Health Care ETF position as of Q4 2020 after selling out during the quarter.
  • Smart Portfolios LLC sold 1,154 Vanguard Health Care ETF shares in Q4 2020, an estimated $235K.
  • Smart Portfolios LLC first reported a position in Vanguard Health Care ETF in Q2 2020 and held it in 2 quarters.
  • Smart Portfolios LLC's Vanguard Health Care ETF position peaked at $237K in Q2 2020.
  • 706 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2020.

Based on Smart Portfolios LLC's 13F filing for Q4 2020, filed 8 Mar 2021.