Allen Mooney & Barnes Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Allen Mooney & Barnes Investment 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
2025 Q4	–	Sell	-910	Closed	-$236K	–	167
2025 Q3	$236K	Hold	910	–	–	0.04%	140
2025 Q2	$226K	Hold	910	–	–	0.04%	144
2025 Q1	$241K	Hold	910	–	–	0.04%	141
2024 Q4	$231K	Hold	910	–	–	0.04%	143
2024 Q3	$257K	Sell	910 -16	-2%	-$4.44K	0.04%	138
2024 Q2	$246K	Sell	926 -80	-8%	-$21K	0.04%	140
2024 Q1	$260K	Sell	1,006 -2	-0.2%	-$525	0.05%	142
2023 Q4	$253K	Hold	1,008	–	–	0.05%	141
2023 Q3	$237K	Hold	1,008	–	–	0.05%	137
2023 Q2	$247K	Buy	1,008 +98	+11%	+$23.8K	0.05%	129
2023 Q1	$217K	Hold	910	–	–	0.05%	125
2022 Q4	$226K	Hold	910	–	–	0.05%	123
2022 Q3	$204K	Hold	910	–	–	0.05%	126
2022 Q2	$214K	Hold	910	–	–	0.05%	128
2022 Q1	$231K	Buy	+910	New	+$225K	0.05%	139

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's VHT Position: Q4 2025 in Review

Allen Mooney & Barnes Investment Advisors sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 910 shares — an estimated $236K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in VHT in Q1 2022 and held it in 15 quarters. The position peaked at $260K in Q1 2024. 1,136 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

Allen Mooney & Barnes Investment Advisors reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
Allen Mooney & Barnes Investment Advisors sold 910 Vanguard Health Care ETF shares in Q4 2025, an estimated $236K.
Allen Mooney & Barnes Investment Advisors first reported a position in Vanguard Health Care ETF in Q1 2022 and held it in 15 quarters.
Allen Mooney & Barnes Investment Advisors's Vanguard Health Care ETF position peaked at $260K in Q1 2024.
1,136 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.