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Sonora Investment Management’s Vanguard Health Care ETF VHT Stock Holding History

Sonora Investment Management’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
Q1 		– Sell
-15
Closed -$3K – 1801
2020
Q4 		$3K Buy
+15
New +$3.21K ﹤0.01% 1563
2020
Q1 		– Sell
-150
Closed -$29K – 1749
2019
Q4 		$29K Buy
+150
New +$26.9K ﹤0.01% 694
2019
Q2 		– Sell
-42
Closed -$7K – 1749
2019
Q1 		$7K Buy
+42
New +$7.12K ﹤0.01% 1174

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

Sonora Investment Management's VHT Position: Q1 2021 in Review

Sonora Investment Management sold out of Vanguard Health Care ETF (VHT) in Q1 2021, closing a stake of 15 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in VHT in Q1 2019 and held it in 3 quarters. The position peaked at $29K in Q4 2019. 731 funds tracked by Wall St. Rank hold VHT as of Q1 2021.

  • Sonora Investment Management reported no remaining Vanguard Health Care ETF position as of Q1 2021 after selling out during the quarter.
  • Sonora Investment Management sold 15 Vanguard Health Care ETF shares in Q1 2021, an estimated $3K.
  • Sonora Investment Management first reported a position in Vanguard Health Care ETF in Q1 2019 and held it in 3 quarters.
  • Sonora Investment Management's Vanguard Health Care ETF position peaked at $29K in Q4 2019.
  • 731 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.