CT Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

CT Financial 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
2017 Q1	$832K	Buy	6,035 +790	+15%	+$106K	0.51%	46
2016 Q4	$665K	Buy	5,245 +234	+5%	+$29.9K	0.42%	62
2016 Q3	$666K	Buy	5,011 +15	+0.3%	+$2.02K	0.41%	62
2016 Q2	$652K	Buy	4,996 +54	+1%	+$6.93K	0.4%	64
2016 Q1	$609K	Buy	4,942 +401	+9%	+$48.8K	0.34%	74
2015 Q4	$603K	Sell	4,541 -63	-1%	-$8.21K	0.35%	75
2015 Q3	$564K	Sell	4,604 -9	-0.2%	-$1.23K	0.35%	72
2015 Q2	$646K	Sell	4,613 -105	-2%	-$14.5K	0.37%	73
2015 Q1	$639K	Hold	4,718	–	–	0.35%	71
2014 Q4	$593K	Buy	+4,718	New	+$579K	0.45%	57
2014 Q1	$639K	Buy	+4,718	New	+$499K	0.35%	71

Other funds holding VHT

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

BCMIO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PAG

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

CT Financial Advisors's VHT Position: Q1 2017 in Review

CT Financial Advisors increased its Vanguard Health Care ETF (VHT) stake by 15% in Q1 2017, buying an estimated $106K and bringing the position to 6,035 shares worth $832K. The position accounts for 0.51% of the portfolio, ranked #46.

CT Financial Advisors first reported a position in VHT in Q1 2014 and has held it in 11 quarters since. 310 funds tracked by Wall St. Rank hold VHT as of Q1 2017.

CT Financial Advisors held 6,035 shares of Vanguard Health Care ETF worth $832K as of Q1 2017.
CT Financial Advisors bought 790 Vanguard Health Care ETF shares in Q1 2017, an estimated $106K.
Vanguard Health Care ETF made up 0.51% of CT Financial Advisors's portfolio in Q1 2017, its #46 holding.
CT Financial Advisors first reported a position in Vanguard Health Care ETF in Q1 2014 and has held it in 11 quarters since.
310 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.