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WESPAC Advisors’s Vanguard Health Care ETF VHT Stock Holding History

WESPAC Advisors’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
Q1 		– Sell
-1,654
Closed -$208K – 137
2014
Q4 		$208K Buy
+1,654
New +$203K 0.15% 107
2014
Q3 		– Sell
-8,064
Closed -$900K – 142
2014
Q2 		$900K Sell
8,064
-368
-4% -$39.4K 1.03% 33
2014
Q1 		$902K Sell
8,432
-992
-11% -$105K 0.78% 52
2013
Q4 		$953K Sell
9,424
-1,703
-15% -$167K 0.79% 49
2013
Q3 		$1.04M Buy
11,127
+2,971
+36% +$273K 1.21% 30
2013
Q2 		$705K Buy
+8,156
New +$704K 1.07% 39

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return