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

Northwest 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	-33	Closed	-$6K	–	457
2019 Q1	$6K	Sell	33 -16	-33%	-$2.71K	﹤0.01%	397
2018 Q4	$8K	Buy	49 +1	+2%	+$169	0.01%	351
2018 Q3	$9K	Sell	48 -400	-89%	-$68.8K	0.01%	369
2018 Q2	$71K	Hold	448	–	–	0.05%	189
2018 Q1	$69K	Buy	+448	New	+$71.5K	0.05%	188

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

Northwest Wealth Management's VHT Position: Q2 2019 in Review

Northwest Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2019, closing a stake of 33 shares — an estimated $6K sold.

Northwest Wealth Management first reported a position in VHT in Q1 2018 and held it in 5 quarters. The position peaked at $71K in Q2 2018. 476 funds tracked by Wall St. Rank hold VHT as of Q2 2019.

Northwest Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 33 Vanguard Health Care ETF shares in Q2 2019, an estimated $6K.
Northwest Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Vanguard Health Care ETF position peaked at $71K in Q2 2018.
476 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.