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

Activest 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
2026 Q2	–	Sell	-802	Closed	-$218K	–	1500
2026 Q1	$218K	Hold	802	–	–	0.04%	144
2025 Q4	$231K	Hold	802	–	–	0.04%	137
2025 Q3	$208K	Hold	802	–	–	0.04%	124
2025 Q2	$199K	Hold	802	–	–	0.05%	99
2025 Q1	$212K	Hold	802	–	–	0.06%	90
2024 Q4	$203K	Hold	802	–	–	0.06%	84
2024 Q3	$226K	Hold	802	–	–	0.07%	74
2024 Q2	$213K	Hold	802	–	–	0.07%	79
2024 Q1	$217K	Sell	802 -61	-7%	-$16K	0.1%	59
2023 Q4	$216K	Buy	863 +61	+8%	+$14.4K	0.12%	42
2023 Q3	$189K	Buy	+802	New	+$195K	0.12%	42
2023 Q2	–	Sell	-5,230	Closed	-$1.23M	–	414
2023 Q1	$1.23M	Buy	5,230 +3,402	+186%	+$819K	0.79%	16
2022 Q4	$453K	Buy	1,828 +3	+0.2%	+$727	0.13%	54
2022 Q3	$408K	Buy	1,825 +763	+72%	+$182K	0.13%	50
2022 Q2	$250K	Buy	1,062 +1	+0.1%	+$241	0.18%	40
2022 Q1	$270K	Buy	1,061 +1	+0.1%	+$247	0.17%	44
2021 Q4	$282K	Buy	1,060 +341	+47%	+$87K	0.17%	48
2021 Q3	$178K	Hold	719	–	–	0.12%	56
2021 Q2	$178K	Hold	719	–	–	0.13%	50
2021 Q1	$164K	Buy	+719	New	+$165K	0.13%	55

Other funds holding VHT

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EHC

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Activest Wealth Management's VHT Position: Q2 2026 in Review

Activest Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 802 shares — an estimated $218K sold.

Activest Wealth Management first reported a position in VHT in Q1 2021 and held it in 20 quarters. The position peaked at $1.23M in Q1 2023. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Activest Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 802 Vanguard Health Care ETF shares in Q2 2026, an estimated $218K.
Activest Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2021 and held it in 20 quarters.
Activest Wealth Management's Vanguard Health Care ETF position peaked at $1.23M in Q1 2023.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.