Financial Gravity Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

Financial Gravity Asset 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
2019 Q4	–	Sell	-47	Closed	-$8K	–	1708
2019 Q3	$8K	Hold	47	–	–	0.01%	647
2019 Q2	$8K	Hold	47	–	–	0.01%	634
2019 Q1	$8K	Buy	+47	New	+$7.96K	0.01%	610
2018 Q3	$571K	Buy	+3,475	New	+$597K	0.6%	25

Other funds holding VHT

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's VHT Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Vanguard Health Care ETF (VHT) in Q4 2019, closing a stake of 47 shares — an estimated $8K sold.

Financial Gravity Asset Management first reported a position in VHT in Q3 2018 and held it in 4 quarters. The position peaked at $571K in Q3 2018. 571 funds tracked by Wall St. Rank hold VHT as of Q4 2019.

Financial Gravity Asset Management reported no remaining Vanguard Health Care ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 47 Vanguard Health Care ETF shares in Q4 2019, an estimated $8K.
Financial Gravity Asset Management first reported a position in Vanguard Health Care ETF in Q3 2018 and held it in 4 quarters.
Financial Gravity Asset Management's Vanguard Health Care ETF position peaked at $571K in Q3 2018.
571 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.