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

Windsor 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
2013
Q3 		– Sell
-350
Closed -$30K – 420
2013
Q2 		$30K Buy
+350
New +$30.2K 0.02% 217

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U
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Windsor Capital Management's VHT Position: Q3 2013 in Review

Windsor Capital Management sold out of Vanguard Health Care ETF (VHT) in Q3 2013, closing a stake of 350 shares — an estimated $30K sold.

Windsor Capital Management first reported a position in VHT in Q2 2013 and held it in 1 quarter. The position peaked at $30K in Q2 2013. 124 funds tracked by Wall St. Rank hold VHT as of Q3 2013.

  • Windsor Capital Management reported no remaining Vanguard Health Care ETF position as of Q3 2013 after selling out during the quarter.
  • Windsor Capital Management sold 350 Vanguard Health Care ETF shares in Q3 2013, an estimated $30K.
  • Windsor Capital Management first reported a position in Vanguard Health Care ETF in Q2 2013 and held it in 1 quarter.
  • Windsor Capital Management's Vanguard Health Care ETF position peaked at $30K in Q2 2013.
  • 124 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2013.

Based on Windsor Capital Management's 13F filing for Q3 2013, filed 16 Oct 2013.