WEPOG
VHT icon

Wealth Enhancement & Preservation of GA’s Vanguard Health Care ETF VHT Stock Holding History

Wealth Enhancement & Preservation of GA’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
-4,280
Closed -$811K – 60
2019
Q4 		$811K Buy
+4,280
New +$767K 0.41% 34

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's VHT Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of Vanguard Health Care ETF (VHT) in Q1 2020, closing a stake of 4,280 shares — an estimated $811K sold.

Wealth Enhancement & Preservation of GA first reported a position in VHT in Q4 2019 and held it in 1 quarter. The position peaked at $811K in Q4 2019. 563 funds tracked by Wall St. Rank hold VHT as of Q1 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining Vanguard Health Care ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 4,280 Vanguard Health Care ETF shares in Q1 2020, an estimated $811K.
  • Wealth Enhancement & Preservation of GA first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Vanguard Health Care ETF position peaked at $811K in Q4 2019.
  • 563 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.