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US Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

US Financial Advisors’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
-1,312
Closed -$294K – 146
2020
Q4 		$294K Buy
+1,312
New +$280K 0.09% 98
2016
Q2 		$2.33M Hold
18,904
– – 4.68% 10
2016
Q1 		$2.33M Buy
18,904
+18,854
+37,708% +$2.29M 4.05% 10
2015
Q4 		$7K Buy
+50
New +$6.51K 0.01% 352

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

US Financial Advisors's VHT Position: Q1 2021 in Review

US Financial Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2021, closing a stake of 1,312 shares — an estimated $294K sold.

US Financial Advisors first reported a position in VHT in Q4 2015 and held it in 4 quarters. The position peaked at $2.33M in Q2 2016. 731 funds tracked by Wall St. Rank hold VHT as of Q1 2021.

  • US Financial Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2021 after selling out during the quarter.
  • US Financial Advisors sold 1,312 Vanguard Health Care ETF shares in Q1 2021, an estimated $294K.
  • US Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2015 and held it in 4 quarters.
  • US Financial Advisors's Vanguard Health Care ETF position peaked at $2.33M in Q2 2016.
  • 731 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2021.

Based on US Financial Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.