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Starfire Investment Advisers’s Vanguard Health Care ETF VHT Stock Holding History

Starfire Investment Advisers’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
Q2 		$1.94M Sell
10,060
-3,716
-27% -$697K 0.93% 28
2020
Q1 		$2.29M Sell
13,776
-63
-0.5% -$11.5K 1.26% 21
2019
Q4 		$2.65M Sell
13,839
-2,019
-13% -$362K 1.01% 29
2019
Q3 		$2.65M Sell
15,858
-71
-0.4% -$12.2K 1.09% 28
2019
Q2 		$2.77M Buy
15,929
+328
+2% +$55.4K 1.24% 22
2019
Q1 		$2.69M Buy
15,601
+255
+2% +$43.2K 1.23% 22
2018
Q4 		$2.46M Sell
15,346
-4,707
-23% -$797K 1.33% 20
2018
Q3 		$3.62M Buy
20,053
+5,240
+35% +$901K 1.8% 17
2018
Q2 		$2.36M Sell
14,813
-140
-0.9% -$22K 1.19% 22
2018
Q1 		$2.29M Buy
+14,953
New +$2.39M 1.19% 21
2017
Q4 		– Sell
-14,143
Closed -$2.15M – 224
2017
Q3 		$2.15M Buy
14,143
+27
+0.2% +$4.03K 1.31% 21
2017
Q2 		$2.08M Sell
14,116
-879
-6% -$124K 1.22% 23
2017
Q1 		$2.06M Sell
14,995
-576
-4% -$77.6K 1.11% 25
2016
Q4 		$1.97M Sell
15,571
-52
-0.3% -$6.64K 1.13% 25
2016
Q3 		$2.08M Sell
15,623
-115
-0.7% -$15.5K 1.23% 23
2016
Q2 		$2.05M Buy
15,738
+253
+2% +$32.5K 1.41% 21
2016
Q1 		$1.91M Buy
15,485
+2,495
+19% +$303K 1.25% 22
2015
Q4 		$1.73M Buy
12,990
+585
+5% +$76.2K 1.19% 23
2015
Q3 		$1.52M Buy
12,405
+255
+2% +$35K 1.11% 23
2015
Q2 		$1.7M Buy
12,150
+645
+6% +$89.1K 1.13% 24
2015
Q1 		$1.56M Buy
+11,505
New +$1.52M 1.02% 27

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Starfire Investment Advisers's VHT Position: Q2 2020 in Review

Starfire Investment Advisers reduced its Vanguard Health Care ETF (VHT) stake by 27% in Q2 2020, selling an estimated $697K and leaving 10,060 shares worth $1.94M. The position accounts for 0.93% of the portfolio, ranked #28.

Starfire Investment Advisers first reported a position in VHT in Q1 2015 and has held it in 21 quarters since. The position peaked at $3.62M in Q3 2018. 600 funds tracked by Wall St. Rank hold VHT as of Q2 2020.

  • Starfire Investment Advisers held 10,060 shares of Vanguard Health Care ETF worth $1.94M as of Q2 2020.
  • Starfire Investment Advisers sold 3,716 Vanguard Health Care ETF shares in Q2 2020, an estimated $697K.
  • Vanguard Health Care ETF made up 0.93% of Starfire Investment Advisers's portfolio in Q2 2020, its #28 holding.
  • Starfire Investment Advisers first reported a position in Vanguard Health Care ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's Vanguard Health Care ETF position peaked at $3.62M in Q3 2018.
  • 600 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.