WealthOne’s Vanguard Health Care ETF VHT Stock Holding History

WealthOne’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 Q1	–	Sell	-90	Closed	-$14K	–	529
2018 Q4	$14K	Buy	+90	New	+$15.2K	0.01%	335

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthOne's VHT Position: Q1 2019 in Review

WealthOne sold out of Vanguard Health Care ETF (VHT) in Q1 2019, closing a stake of 90 shares — an estimated $14K sold.

WealthOne first reported a position in VHT in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 482 funds tracked by Wall St. Rank hold VHT as of Q1 2019.

WealthOne reported no remaining Vanguard Health Care ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 90 Vanguard Health Care ETF shares in Q1 2019, an estimated $14K.
WealthOne first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 1 quarter.
WealthOne's Vanguard Health Care ETF position peaked at $14K in Q4 2018.
482 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.