Veritable’s Vanguard Health Care ETF VHT Stock Holding History

Veritable’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
2019 Q4	–	Sell	-2,116	Closed	-$355K	–	834
2019 Q3	$355K	Hold	2,116	–	–	0.01%	600
2019 Q2	$368K	Hold	2,116	–	–	0.01%	588
2019 Q1	$365K	Hold	2,116	–	–	0.01%	582
2018 Q4	$340K	Hold	2,116	–	–	0.01%	565
2018 Q3	$382K	Hold	2,116	–	–	0.01%	571
2018 Q2	$337K	Hold	2,116	–	–	0.01%	604
2018 Q1	$325K	Hold	2,116	–	–	0.01%	611
2017 Q4	$326K	Hold	2,116	–	–	0.01%	606
2017 Q3	$322K	Buy	2,116 +336	+19%	+$50.1K	0.01%	588
2017 Q2	$262K	Buy	1,780 +99	+6%	+$14K	0.01%	663
2017 Q1	$232K	Hold	1,681	–	–	0.01%	680
2016 Q4	$213K	Hold	1,681	–	–	0.01%	686
2016 Q3	$223K	Hold	1,681	–	–	0.01%	662
2016 Q2	$219K	Hold	1,681	–	–	0.01%	649
2016 Q1	$207K	Sell	1,681 -304	-15%	-$37K	0.01%	657
2015 Q4	$264K	Hold	1,985	–	–	0.01%	623
2015 Q3	$243K	Buy	+1,985	New	+$272K	0.01%	618
2015 Q2	–	Sell	-1,690	Closed	-$229K	–	876
2015 Q1	$229K	Hold	1,690	–	–	﹤0.01%	839
2014 Q4	$212K	Buy	+1,690	New	+$208K	﹤0.01%	867
2014 Q1	–	Sell	-160	Closed	-$16K	–	1004
2013 Q4	$16K	Buy	+160	New	+$15.7K	﹤0.01%	955

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Veritable's VHT Position: Q4 2019 in Review

Veritable sold out of Vanguard Health Care ETF (VHT) in Q4 2019, closing a stake of 2,116 shares — an estimated $355K sold.

Veritable first reported a position in VHT in Q4 2013 and held it in 20 quarters. The position peaked at $382K in Q3 2018. 571 funds tracked by Wall St. Rank hold VHT as of Q4 2019.

Veritable reported no remaining Vanguard Health Care ETF position as of Q4 2019 after selling out during the quarter.
Veritable sold 2,116 Vanguard Health Care ETF shares in Q4 2019, an estimated $355K.
Veritable first reported a position in Vanguard Health Care ETF in Q4 2013 and held it in 20 quarters.
Veritable's Vanguard Health Care ETF position peaked at $382K in Q3 2018.
571 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2019.

Based on Veritable's 13F filing for Q4 2019, filed 14 Feb 2020.