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WealthBridge Capital Management’s Vanguard Health Care ETF VHT Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-430
Closed -$72K – 847
2019
Q1 		$72K Hold
430
– – 0.05% 229
2018
Q4 		$69K Buy
+430
New +$72.9K 0.05% 206

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Morgan Stanley
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BCMIO
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Wells Fargo
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthBridge Capital Management's VHT Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Vanguard Health Care ETF (VHT) in Q2 2019, closing a stake of 430 shares — an estimated $72K sold.

WealthBridge Capital Management first reported a position in VHT in Q4 2018 and held it in 2 quarters. The position peaked at $72K in Q1 2019. 476 funds tracked by Wall St. Rank hold VHT as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Vanguard Health Care ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 430 Vanguard Health Care ETF shares in Q2 2019, an estimated $72K.
  • WealthBridge Capital Management first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Vanguard Health Care ETF position peaked at $72K in Q1 2019.
  • 476 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.