Vickerman & Driscoll Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Vickerman & Driscoll 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
2020 Q1	–	Sell	-1,308	Closed	-$251K	–	72
2019 Q4	$251K	Buy	+1,308	New	+$235K	0.13%	64
2018 Q4	–	Sell	-408	Closed	-$74K	–	108
2018 Q3	$74K	Hold	408	–	–	0.05%	77
2018 Q2	$65K	Sell	408 -108	-21%	-$17K	0.05%	79
2018 Q1	$79K	Buy	516 +7	+1%	+$1.12K	0.06%	79
2017 Q4	$78K	Buy	+509	New	+$78.1K	0.06%	74

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

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

Vickerman & Driscoll Financial Advisors's VHT Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2020, closing a stake of 1,308 shares — an estimated $251K sold.

Vickerman & Driscoll Financial Advisors first reported a position in VHT in Q4 2017 and held it in 5 quarters. The position peaked at $251K in Q4 2019. 563 funds tracked by Wall St. Rank hold VHT as of Q1 2020.

Vickerman & Driscoll Financial Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2020 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 1,308 Vanguard Health Care ETF shares in Q1 2020, an estimated $251K.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 5 quarters.
Vickerman & Driscoll Financial Advisors's Vanguard Health Care ETF position peaked at $251K in Q4 2019.
563 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.