Litman Gregory Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Litman Gregory Wealth 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 Q2	–	Sell	-2,823	Closed	-$487K	–	243
2019 Q1	$487K	Sell	2,823 -373	-12%	-$63.2K	0.13%	39
2018 Q4	$513K	Sell	3,196 -404	-11%	-$68.4K	0.16%	39
2018 Q3	$649K	Hold	3,600	–	–	0.22%	32
2018 Q2	$573K	Hold	3,600	–	–	0.23%	27
2018 Q1	$553K	Hold	3,600	–	–	0.23%	26
2017 Q4	$555K	Hold	3,600	–	–	0.17%	23
2017 Q3	$548K	Buy	+3,600	New	+$537K	0.27%	22

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Litman Gregory Wealth Management's VHT Position: Q2 2019 in Review

Litman Gregory Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2019, closing a stake of 2,823 shares — an estimated $487K sold.

Litman Gregory Wealth Management first reported a position in VHT in Q3 2017 and held it in 7 quarters. The position peaked at $649K in Q3 2018. 476 funds tracked by Wall St. Rank hold VHT as of Q2 2019.

Litman Gregory Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2019 after selling out during the quarter.
Litman Gregory Wealth Management sold 2,823 Vanguard Health Care ETF shares in Q2 2019, an estimated $487K.
Litman Gregory Wealth Management first reported a position in Vanguard Health Care ETF in Q3 2017 and held it in 7 quarters.
Litman Gregory Wealth Management's Vanguard Health Care ETF position peaked at $649K in Q3 2018.
476 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.