Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WCM
Wealthcare Capital Management’s
Vanguard Health Care ETF
VHT
Stock Holding History
Wealthcare 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
2015
Q4
–
Sell
-261
Closed
-$32K
–
257
2015
Q3
$32K
Hold
261
–
–
﹤0.01%
106
2015
Q2
$37K
Hold
261
–
–
﹤0.01%
123
2015
Q1
$35K
Hold
261
–
–
﹤0.01%
318
2014
Q4
$33K
Hold
261
–
–
﹤0.01%
98
2014
Q3
$31K
Hold
261
–
–
﹤0.01%
98
2014
Q2
$29K
Hold
261
–
–
﹤0.01%
97
2014
Q1
$28K
Hold
261
–
–
﹤0.01%
95
2013
Q4
$26K
Hold
261
–
–
﹤0.01%
62
2013
Q3
$24K
Hold
261
–
–
﹤0.01%
60
2013
Q2
$23K
Buy
+261
New
+$22.5K
﹤0.01%
63
Other funds holding VHT
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
EHC
Everett Harris & Co
Los Angeles, California
$7.77B AUM
9.43%
1-Year Est. Return
PAG
Pinnacle Advisory Group
Columbia, Maryland
$2.17B AUM
39.21%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
JCM
Janney Capital Management
Pittsburgh, Pennsylvania
$1.59B AUM
23.25%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close