Stanford Investment Group’s Vanguard Health Care ETF VHT Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-77	Closed	-$10K	–	279
2016 Q4	$10K	Hold	77	–	–	﹤0.01%	307
2016 Q3	$10K	Buy	77 +1	+1%	+$135	﹤0.01%	321
2016 Q2	$10K	Hold	76	–	–	0.01%	302
2016 Q1	$9K	Hold	76	–	–	0.01%	302
2015 Q4	$10K	Hold	76	–	–	0.01%	270
2015 Q3	$9K	Buy	76 +1	+1%	+$137	0.01%	280
2015 Q2	$10K	Hold	75	–	–	0.01%	284
2015 Q1	$10K	Hold	75	–	–	0.01%	288
2014 Q4	$9K	Buy	+75	New	+$9.21K	0.01%	296

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Stanford Investment Group's VHT Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard Health Care ETF (VHT) in Q1 2017, closing a stake of 77 shares — an estimated $10K sold.

Stanford Investment Group first reported a position in VHT in Q4 2014 and held it in 9 quarters. The position peaked at $10K in Q4 2016. 311 funds tracked by Wall St. Rank hold VHT as of Q1 2017.

Stanford Investment Group reported no remaining Vanguard Health Care ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 77 Vanguard Health Care ETF shares in Q1 2017, an estimated $10K.
Stanford Investment Group first reported a position in Vanguard Health Care ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Vanguard Health Care ETF position peaked at $10K in Q4 2016.
311 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.