RGT Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

RGT Wealth Advisors’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
2018 Q2	–	Sell	-1,909	Closed	-$293K	–	85
2018 Q1	$293K	Sell	1,909 -822	-30%	-$131K	0.14%	73
2017 Q4	$421K	Hold	2,731	–	–	0.23%	46
2017 Q3	$416K	Sell	2,731 -451	-14%	-$67.3K	0.28%	41
2017 Q2	$469K	Hold	3,182	–	–	0.32%	37
2017 Q1	$439K	Hold	3,182	–	–	0.3%	42
2016 Q4	$403K	Sell	3,182 -2,187	-41%	-$279K	0.23%	53
2016 Q3	$749K	Buy	+5,369	New	+$724K	0.46%	31

Other funds holding VHT

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

RGT Wealth Advisors's VHT Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q2 2018, closing a stake of 1,909 shares — an estimated $293K sold.

RGT Wealth Advisors first reported a position in VHT in Q3 2016 and held it in 7 quarters. The position peaked at $749K in Q3 2016. 400 funds tracked by Wall St. Rank hold VHT as of Q2 2018.

RGT Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q2 2018 after selling out during the quarter.
RGT Wealth Advisors sold 1,909 Vanguard Health Care ETF shares in Q2 2018, an estimated $293K.
RGT Wealth Advisors first reported a position in Vanguard Health Care ETF in Q3 2016 and held it in 7 quarters.
RGT Wealth Advisors's Vanguard Health Care ETF position peaked at $749K in Q3 2016.
400 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.