Bridgewater Wealth & Financial Management’s Vanguard Health Care ETF VHT Stock Holding History

Bridgewater Wealth & Financial 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
2016 Q4	–	Sell	-8,659	Closed	-$1.15M	–	118
2016 Q3	$1.15M	Sell	8,659 -849	-9%	-$114K	0.42%	44
2016 Q2	$1.24M	Sell	9,508 -679	-7%	-$87.1K	0.45%	43
2016 Q1	$1.26M	Buy	+10,187	New	+$1.24M	0.46%	40

Other funds holding VHT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BCMIO

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

EHC

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Bridgewater Wealth & Financial Management's VHT Position: Q4 2016 in Review

Bridgewater Wealth & Financial Management sold out of Vanguard Health Care ETF (VHT) in Q4 2016, closing a stake of 8,659 shares — an estimated $1.15M sold.

Bridgewater Wealth & Financial Management first reported a position in VHT in Q1 2016 and held it in 3 quarters. The position peaked at $1.26M in Q1 2016. 286 funds tracked by Wall St. Rank hold VHT as of Q4 2016.

Bridgewater Wealth & Financial Management reported no remaining Vanguard Health Care ETF position as of Q4 2016 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 8,659 Vanguard Health Care ETF shares in Q4 2016, an estimated $1.15M.
Bridgewater Wealth & Financial Management first reported a position in Vanguard Health Care ETF in Q1 2016 and held it in 3 quarters.
Bridgewater Wealth & Financial Management's Vanguard Health Care ETF position peaked at $1.26M in Q1 2016.
286 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2016.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.