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Sowa Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Sowa Financial Group’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
Q3 		– Sell
-35
Closed -$7K – 340
2020
Q2 		$7K Hold
35
– – 0.01% 253
2020
Q1 		$6K Hold
35
– – 0.01% 244
2019
Q4 		$7K Buy
+35
New +$6.28K 0.01% 246

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Bank of America
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EHC
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowa Financial Group's VHT Position: Q3 2020 in Review

Sowa Financial Group sold out of Vanguard Health Care ETF (VHT) in Q3 2020, closing a stake of 35 shares — an estimated $7K sold.

Sowa Financial Group first reported a position in VHT in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q2 2020. 614 funds tracked by Wall St. Rank hold VHT as of Q3 2020.

  • Sowa Financial Group reported no remaining Vanguard Health Care ETF position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 35 Vanguard Health Care ETF shares in Q3 2020, an estimated $7K.
  • Sowa Financial Group first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Vanguard Health Care ETF position peaked at $7K in Q2 2020.
  • 614 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.