TF
VHT icon

TLWM Financial’s Vanguard Health Care ETF VHT Stock Holding History

TLWM Financial’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
2018
Q1 		– Sell
-37,744
Closed -$5.82M – 57
2017
Q4 		$5.82M Buy
+37,744
New +$5.79M 4.52% 6

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

TLWM Financial's VHT Position: Q1 2018 in Review

TLWM Financial sold out of Vanguard Health Care ETF (VHT) in Q1 2018, closing a stake of 37,744 shares — an estimated $5.82M sold.

TLWM Financial first reported a position in VHT in Q4 2017 and held it in 1 quarter. The position peaked at $5.82M in Q4 2017. 402 funds tracked by Wall St. Rank hold VHT as of Q1 2018.

  • TLWM Financial reported no remaining Vanguard Health Care ETF position as of Q1 2018 after selling out during the quarter.
  • TLWM Financial sold 37,744 Vanguard Health Care ETF shares in Q1 2018, an estimated $5.82M.
  • TLWM Financial first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 1 quarter.
  • TLWM Financial's Vanguard Health Care ETF position peaked at $5.82M in Q4 2017.
  • 402 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2018.

Based on TLWM Financial's 13F filing for Q1 2018, filed 14 May 2018.