Harfst & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Harfst & Associates’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 Q3	–	Sell	-250	Closed	-$36K	–	211
2017 Q2	$36K	Hold	250	–	–	0.01%	148
2017 Q1	$34K	Sell	250 -5,063	-95%	-$682K	0.01%	163
2016 Q4	$673K	Sell	5,313 -234	-4%	-$29.9K	0.34%	21
2016 Q3	$737K	Sell	5,547 -12	-0.2%	-$1.62K	0.39%	19
2016 Q2	$725K	Sell	5,559 -111	-2%	-$14.2K	0.29%	64
2016 Q1	$699K	Buy	5,670 +2	+0%	+$243	0.45%	19
2015 Q4	$753K	Sell	5,668 -50	-0.9%	-$6.51K	0.31%	64
2015 Q3	$701K	Buy	5,718 +1,069	+23%	+$147K	0.31%	67
2015 Q2	$651K	Buy	+4,649	New	+$642K	0.37%	19

Other funds holding VHT

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

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

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

PAG

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

EHC

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

Harfst & Associates's VHT Position: Q3 2017 in Review

Harfst & Associates sold out of Vanguard Health Care ETF (VHT) in Q3 2017, closing a stake of 250 shares — an estimated $36K sold.

Harfst & Associates first reported a position in VHT in Q2 2015 and held it in 9 quarters. The position peaked at $753K in Q4 2015. 340 funds tracked by Wall St. Rank hold VHT as of Q3 2017.

Harfst & Associates reported no remaining Vanguard Health Care ETF position as of Q3 2017 after selling out during the quarter.
Harfst & Associates sold 250 Vanguard Health Care ETF shares in Q3 2017, an estimated $36K.
Harfst & Associates first reported a position in Vanguard Health Care ETF in Q2 2015 and held it in 9 quarters.
Harfst & Associates's Vanguard Health Care ETF position peaked at $753K in Q4 2015.
340 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.