USA Financial Formulas’s Vanguard Health Care ETF VHT Stock Holding History

USA Financial Formulas’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 Q3	–	Sell	-1,028	Closed	-$158K	–	405
2018 Q2	$158K	Hold	1,028	–	–	0.04%	282
2018 Q1	$158K	Buy	+1,028	New	+$164K	0.04%	282
2015 Q2	–	Sell	-1,894	Closed	-$257K	–	281
2015 Q1	$257K	Buy	+1,894	New	+$249K	0.08%	165

Other funds holding VHT

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

USA Financial Formulas's VHT Position: Q3 2018 in Review

USA Financial Formulas sold out of Vanguard Health Care ETF (VHT) in Q3 2018, closing a stake of 1,028 shares — an estimated $158K sold.

USA Financial Formulas first reported a position in VHT in Q1 2015 and held it in 3 quarters. The position peaked at $257K in Q1 2015. 442 funds tracked by Wall St. Rank hold VHT as of Q3 2018.

USA Financial Formulas reported no remaining Vanguard Health Care ETF position as of Q3 2018 after selling out during the quarter.
USA Financial Formulas sold 1,028 Vanguard Health Care ETF shares in Q3 2018, an estimated $158K.
USA Financial Formulas first reported a position in Vanguard Health Care ETF in Q1 2015 and held it in 3 quarters.
USA Financial Formulas's Vanguard Health Care ETF position peaked at $257K in Q1 2015.
442 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2018.

Based on USA Financial Formulas's 13F filing for Q3 2018, filed 31 Oct 2018.