Clarus Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-310	Closed	-$54K	–	530
2019 Q2	$54K	Sell	310 -100	-24%	-$16.9K	0.04%	260
2019 Q1	$71K	Buy	410 +2	+0.5%	+$339	0.05%	246
2018 Q4	$66K	Buy	408 +1	+0.2%	+$169	0.1%	224
2018 Q3	$73K	Buy	407 +2	+0.5%	+$344	0.05%	247
2018 Q2	$62K	Buy	+405	New	+$63.7K	0.05%	253

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clarus Wealth Advisors's VHT Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2019, closing a stake of 310 shares — an estimated $54K sold.

Clarus Wealth Advisors first reported a position in VHT in Q2 2018 and held it in 5 quarters. The position peaked at $73K in Q3 2018. 469 funds tracked by Wall St. Rank hold VHT as of Q3 2019.

Clarus Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 310 Vanguard Health Care ETF shares in Q3 2019, an estimated $54K.
Clarus Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Vanguard Health Care ETF position peaked at $73K in Q3 2018.
469 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.