Hefty Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Hefty Wealth Partners’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 Q2	–	Sell	-6,087	Closed	-$750K	–	236
2016 Q1	$750K	Buy	+6,087	New	+$740K	0.7%	57

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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 $128B AUM 35.83% 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

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

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

Hefty Wealth Partners's VHT Position: Q2 2016 in Review

Hefty Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2016, closing a stake of 6,087 shares — an estimated $750K sold.

Hefty Wealth Partners first reported a position in VHT in Q1 2016 and held it in 1 quarter. The position peaked at $750K in Q1 2016. 255 funds tracked by Wall St. Rank hold VHT as of Q2 2016.

Hefty Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q2 2016 after selling out during the quarter.
Hefty Wealth Partners sold 6,087 Vanguard Health Care ETF shares in Q2 2016, an estimated $750K.
Hefty Wealth Partners first reported a position in Vanguard Health Care ETF in Q1 2016 and held it in 1 quarter.
Hefty Wealth Partners's Vanguard Health Care ETF position peaked at $750K in Q1 2016.
255 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2016.

Based on Hefty Wealth Partners's 13F filing for Q2 2016, filed 11 Jul 2016.