Polaris Wealth Advisory Group’s Vanguard Health Care ETF VHT Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-68,914	Closed	-$11.1M	–	180
2018 Q4	$11.1M	Sell	68,914 -2,580	-4%	-$437K	1.04%	44
2018 Q3	$12.9M	Buy	71,494 +70,950	+13,042%	+$12.2M	0.89%	50
2018 Q2	$84K	Hold	544	–	–	0.01%	115
2018 Q1	$84K	Buy	+544	New	+$86.8K	0.01%	181
2014 Q2	–	Sell	-865	Closed	-$92K	–	148
2014 Q1	$92K	Sell	865 -165	-16%	-$17.5K	0.02%	88
2013 Q4	$104K	Sell	1,030 -10	-1%	-$980	0.03%	91
2013 Q3	$96.9K	Buy	1,040 +300	+41%	+$27.5K	0.03%	83
2013 Q2	$63.9K	Buy	+740	New	+$63.9K	0.03%	78

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

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

Polaris Wealth Advisory Group's VHT Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of Vanguard Health Care ETF (VHT) in Q1 2019, closing a stake of 68,914 shares — an estimated $11.1M sold.

Polaris Wealth Advisory Group first reported a position in VHT in Q2 2013 and held it in 8 quarters. The position peaked at $12.9M in Q3 2018. 482 funds tracked by Wall St. Rank hold VHT as of Q1 2019.

Polaris Wealth Advisory Group reported no remaining Vanguard Health Care ETF position as of Q1 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 68,914 Vanguard Health Care ETF shares in Q1 2019, an estimated $11.1M.
Polaris Wealth Advisory Group first reported a position in Vanguard Health Care ETF in Q2 2013 and held it in 8 quarters.
Polaris Wealth Advisory Group's Vanguard Health Care ETF position peaked at $12.9M in Q3 2018.
482 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.