Valley Wealth Managers’s Vanguard Health Care ETF VHT Stock Holding History

Valley Wealth Managers’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
2017 Q1	–	Sell	-65	Closed	-$8K	–	246
2016 Q4	$8K	Hold	65	–	–	﹤0.01%	182
2016 Q3	$9K	Hold	65	–	–	﹤0.01%	179
2016 Q2	$8K	Buy	+65	New	+$8.34K	﹤0.01%	185

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Valley Wealth Managers's VHT Position: Q1 2017 in Review

Valley Wealth Managers sold out of Vanguard Health Care ETF (VHT) in Q1 2017, closing a stake of 65 shares — an estimated $8K sold.

Valley Wealth Managers first reported a position in VHT in Q2 2016 and held it in 3 quarters. The position peaked at $9K in Q3 2016. 311 funds tracked by Wall St. Rank hold VHT as of Q1 2017.

Valley Wealth Managers reported no remaining Vanguard Health Care ETF position as of Q1 2017 after selling out during the quarter.
Valley Wealth Managers sold 65 Vanguard Health Care ETF shares in Q1 2017, an estimated $8K.
Valley Wealth Managers first reported a position in Vanguard Health Care ETF in Q2 2016 and held it in 3 quarters.
Valley Wealth Managers's Vanguard Health Care ETF position peaked at $9K in Q3 2016.
311 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2017.

Based on Valley Wealth Managers's 13F filing for Q1 2017, filed 12 May 2017.