WKWM
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Walter & Keenan Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Walter & Keenan Wealth Management’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
Q2 		– Sell
-5,251
Closed -$838K – 187
2020
Q1 		$838K Buy
+5,251
New +$959K 0.33% 40

Other funds holding VHT

UBS Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Walter & Keenan Wealth Management's VHT Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2020, closing a stake of 5,251 shares — an estimated $838K sold.

Walter & Keenan Wealth Management first reported a position in VHT in Q1 2020 and held it in 1 quarter. The position peaked at $838K in Q1 2020. 600 funds tracked by Wall St. Rank hold VHT as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 5,251 Vanguard Health Care ETF shares in Q2 2020, an estimated $838K.
  • Walter & Keenan Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Vanguard Health Care ETF position peaked at $838K in Q1 2020.
  • 600 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.