WFG Advisors’s Vanguard Health Care ETF VHT Stock Holding History

WFG 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
2017 Q2	$316K	Buy	2,141 +553	+35%	+$78.2K	0.07%	279
2017 Q1	$219K	Sell	1,588 -594	-27%	-$80K	0.06%	316
2016 Q4	$277K	Sell	2,182 -136	-6%	-$17.4K	0.07%	298
2016 Q3	$308K	Buy	2,318 +70	+3%	+$9.43K	0.08%	268
2016 Q2	$293K	Buy	2,248 +266	+13%	+$34.1K	0.08%	249
2016 Q1	$244K	Sell	1,982 -1,252	-39%	-$152K	0.07%	264
2015 Q4	$430K	Buy	3,234 +1,360	+73%	+$177K	0.13%	182
2015 Q3	$230K	Buy	1,874 +329	+21%	+$45.1K	0.07%	261
2015 Q2	$216K	Buy	1,545 +76	+5%	+$10.5K	0.06%	325
2015 Q1	$199K	Buy	1,469 +297	+25%	+$39.1K	0.06%	352
2014 Q4	$147K	Buy	1,172 +888	+313%	+$109K	0.03%	533
2014 Q3	$33K	Sell	284 -29	-9%	-$3.32K	0.01%	1077
2014 Q2	$35K	Sell	313 -24	-7%	-$2.57K	0.01%	1052
2014 Q1	$36K	Sell	337 -93	-22%	-$9.84K	0.01%	1035
2013 Q4	$43K	Hold	430	–	–	0.01%	1056
2013 Q3	$40K	Sell	430 -683	-61%	-$62.7K	0.01%	1012
2013 Q2	$96K	Buy	+1,113	New	+$96K	0.02%	680

Other funds holding VHT

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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

Bank of America

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

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