Kays Financial Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Kays Financial Advisory’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	-1,308	Closed	-$219K	–	115
2019 Q3	$219K	Hold	1,308	–	–	0.04%	102
2019 Q2	$228K	Hold	1,308	–	–	0.04%	102
2019 Q1	$226K	Buy	+1,308	New	+$222K	0.04%	101
2018 Q1	–	Sell	-1,443	Closed	-$222K	–	93
2017 Q4	$222K	Hold	1,443	–	–	0.06%	81
2017 Q3	$220K	Hold	1,443	–	–	0.07%	78
2017 Q2	$213K	Sell	1,443 -20	-1%	-$2.83K	0.07%	70
2017 Q1	$202K	Buy	+1,463	New	+$197K	0.07%	71

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 22.9% 1-Year Est. Return

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

Kays Financial Advisory's VHT Position: Q4 2019 in Review

Kays Financial Advisory sold out of Vanguard Health Care ETF (VHT) in Q4 2019, closing a stake of 1,308 shares — an estimated $219K sold.

Kays Financial Advisory first reported a position in VHT in Q1 2017 and held it in 7 quarters. The position peaked at $228K in Q2 2019. 571 funds tracked by Wall St. Rank hold VHT as of Q4 2019.

Kays Financial Advisory reported no remaining Vanguard Health Care ETF position as of Q4 2019 after selling out during the quarter.
Kays Financial Advisory sold 1,308 Vanguard Health Care ETF shares in Q4 2019, an estimated $219K.
Kays Financial Advisory first reported a position in Vanguard Health Care ETF in Q1 2017 and held it in 7 quarters.
Kays Financial Advisory's Vanguard Health Care ETF position peaked at $228K in Q2 2019.
571 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2019.

Based on Kays Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.