Weaver Consulting Group’s Vanguard Health Care ETF VHT Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-810	Closed	-$165K	–	879
2020 Q3	$165K	Hold	810	–	–	0.1%	136
2020 Q2	$156K	Hold	810	–	–	0.09%	146
2020 Q1	$135K	Sell	810 -10	-1%	-$1.83K	0.09%	131
2019 Q4	$138K	Sell	820 -50	-6%	-$8.97K	0.07%	140
2019 Q3	$151K	Hold	870	–	–	0.08%	126
2019 Q2	$151K	Hold	870	–	–	0.08%	119
2019 Q1	$149K	Buy	+870	New	+$147K	0.04%	257

Other funds holding VHT

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.65B AUM 17.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Weaver Consulting Group's VHT Position: Q4 2020 in Review

Weaver Consulting Group sold out of Vanguard Health Care ETF (VHT) in Q4 2020, closing a stake of 810 shares — an estimated $165K sold.

Weaver Consulting Group first reported a position in VHT in Q1 2019 and held it in 7 quarters. The position peaked at $165K in Q3 2020. 706 funds tracked by Wall St. Rank hold VHT as of Q4 2020.

Weaver Consulting Group reported no remaining Vanguard Health Care ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 810 Vanguard Health Care ETF shares in Q4 2020, an estimated $165K.
Weaver Consulting Group first reported a position in Vanguard Health Care ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's Vanguard Health Care ETF position peaked at $165K in Q3 2020.
706 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.