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 $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return