Transform Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Transform Wealth’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	-23,449	Closed	-$5.25M	–	204
2020 Q4	$5.25M	Buy	23,449 +8,513	+57%	+$1.82M	1.1%	26
2020 Q3	$3.05M	Sell	14,936 -11,179	-43%	-$2.26M	0.49%	65
2020 Q2	$5.03M	Buy	26,115 +12,965	+99%	+$2.43M	0.86%	45
2020 Q1	$2.18M	Buy	+13,150	New	+$2.4M	0.47%	77

Other funds holding VHT

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

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

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

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Transform Wealth's VHT Position: Q1 2021 in Review

Transform Wealth sold out of Vanguard Health Care ETF (VHT) in Q1 2021, closing a stake of 23,449 shares — an estimated $5.25M sold.

Transform Wealth first reported a position in VHT in Q1 2020 and held it in 4 quarters. The position peaked at $5.25M in Q4 2020. 731 funds tracked by Wall St. Rank hold VHT as of Q1 2021.

Transform Wealth reported no remaining Vanguard Health Care ETF position as of Q1 2021 after selling out during the quarter.
Transform Wealth sold 23,449 Vanguard Health Care ETF shares in Q1 2021, an estimated $5.25M.
Transform Wealth first reported a position in Vanguard Health Care ETF in Q1 2020 and held it in 4 quarters.
Transform Wealth's Vanguard Health Care ETF position peaked at $5.25M in Q4 2020.
731 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2021.

Based on Transform Wealth's 13F filing for Q1 2021, filed 22 Apr 2021.