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Winslow Evans & Crocker’s Vanguard Health Care ETF VHT Stock Holding History

Winslow Evans & Crocker’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 		$237K Buy
1,062
+755
+246% +$161K 0.04% 310
2020
Q3 		$62K Hold
307
– – 0.02% 429
2020
Q2 		$59K Sell
307
-1
-0.3% -$188 0.02% 442
2020
Q1 		$54K Buy
308
+16
+5% +$2.92K 0.02% 418
2019
Q4 		$58K Sell
292
-20
-6% -$3.59K 0.01% 480
2019
Q3 		$54K Buy
312
+20
+7% +$3.42K 0.02% 484
2019
Q2 		$52K Sell
292
-194
-40% -$32.7K 0.01% 501
2019
Q1 		$86K Hold
486
– – 0.02% 407
2018
Q4 		$80K Sell
486
-18
-4% -$3.05K 0.03% 396
2018
Q3 		$94K Hold
504
– – 0.03% 382
2018
Q2 		$82K Buy
504
+22
+5% +$3.46K 0.03% 408
2018
Q1 		$74K Sell
482
-2
-0.4% -$319 0.02% 407
2017
Q4 		$74.5K Sell
484
-16
-3% -$2.46K 0.02% 416
2017
Q3 		$76.1K Sell
500
-259
-34% -$38.6K 0.03% 401
2017
Q2 		$112K Sell
759
-33
-4% -$4.66K 0.03% 417
2017
Q1 		$109K Sell
792
-366
-32% -$49.3K 0.03% 399
2016
Q4 		$147K Sell
1,158
-112
-9% -$14.3K 0.05% 335
2016
Q3 		$169K Hold
1,270
– – 0.05% 319
2016
Q2 		$166K Buy
1,270
+1
+0.1% +$128 0.05% 301
2016
Q1 		$156K Buy
1,269
+203
+19% +$24.7K 0.05% 299
2015
Q4 		$141K Buy
1,066
+26
+3% +$3.39K 0.04% 344
2015
Q3 		$127K Buy
1,040
+100
+11% +$13.7K 0.04% 350
2015
Q2 		$131K Buy
940
+200
+27% +$27.6K 0.04% 372
2015
Q1 		$100K Buy
740
+50
+7% +$6.59K 0.03% 422
2014
Q4 		$86.5K Sell
690
-120
-15% -$14.7K 0.02% 440
2014
Q3 		$94.6K Buy
810
+1
+0.1% +$115 0.03% 430
2014
Q2 		$90.3K Buy
809
+54
+7% +$5.78K 0.03% 386
2014
Q1 		$80.7K Buy
755
+280
+59% +$29.6K 0.03% 408
2013
Q4 		$48K Buy
+475
New +$46.6K 0.02% 520

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winslow Evans & Crocker's VHT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Health Care ETF (VHT) stake by 246% in Q4 2020, buying an estimated $161K and bringing the position to 1,062 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #310.

Winslow Evans & Crocker first reported a position in VHT in Q4 2013 and has held it in 29 quarters since. 706 funds tracked by Wall St. Rank hold VHT as of Q4 2020.

  • Winslow Evans & Crocker held 1,062 shares of Vanguard Health Care ETF worth $237K as of Q4 2020.
  • Winslow Evans & Crocker bought 755 Vanguard Health Care ETF shares in Q4 2020, an estimated $161K.
  • Vanguard Health Care ETF made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #310 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Health Care ETF in Q4 2013 and has held it in 29 quarters since.
  • 706 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.