Boston Family Office’s Vanguard Health Care ETF VHT Stock Holding History

Boston Family Office’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 Q1	–	Sell	-1,802	Closed	-$346K	–	252
2019 Q4	$346K	Sell	1,802 -127	-7%	-$22.8K	0.03%	223
2019 Q3	$323K	Sell	1,929 -30	-2%	-$5.13K	0.03%	225
2019 Q2	$341K	Buy	+1,959	New	+$331K	0.04%	224
2018 Q4	–	Sell	-2,155	Closed	-$389K	–	266
2018 Q3	$389K	Buy	2,155 +680	+46%	+$117K	0.04%	220
2018 Q2	$235K	Sell	1,475 -600	-29%	-$94.4K	0.03%	242
2018 Q1	$319K	Sell	2,075 -285	-12%	-$45.5K	0.04%	224
2017 Q4	$364K	Buy	2,360 +290	+14%	+$44.5K	0.04%	215
2017 Q3	$315K	Sell	2,070 -90	-4%	-$13.4K	0.04%	227
2017 Q2	$318K	Buy	2,160 +20	+0.9%	+$2.83K	0.04%	219
2017 Q1	$295K	Buy	2,140 +85	+4%	+$11.4K	0.04%	220
2016 Q4	$261K	Buy	2,055 +110	+6%	+$14K	0.03%	223
2016 Q3	$258K	Buy	1,945 +135	+7%	+$18.2K	0.03%	228
2016 Q2	$236K	Buy	+1,810	New	+$232K	0.03%	229

Other funds holding VHT

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return