Atlantic Edge Private Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Atlantic Edge Private 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 Q1	$61.3K	Hold	225	–	–	0.02%	222
2025 Q4	$64.8K	Sell	225 -100	-31%	-$27.9K	0.02%	200
2025 Q3	$84.4K	Hold	325	–	–	0.02%	176
2025 Q2	$80.7K	Hold	325	–	–	0.02%	176
2025 Q1	$86K	Sell	325 -35	-10%	-$9.32K	0.03%	170
2024 Q4	$91.3K	Sell	360 -75	-17%	-$20.2K	0.03%	167
2024 Q3	$123K	Sell	435 -132	-23%	-$36.7K	0.04%	153
2024 Q2	$151K	Sell	567 -175	-24%	-$45.9K	0.05%	141
2024 Q1	$201K	Sell	742 -95	-11%	-$25K	0.07%	127
2023 Q4	$210K	Buy	+837	New	+$198K	0.09%	119

Other funds holding VHT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VHT Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q1 2026 at 225 shares worth $61.3K. The position accounts for 0.02% of the portfolio, ranked #222.

Atlantic Edge Private Wealth Management first reported a position in VHT in Q4 2023 and has held it in 10 quarters since. The position peaked at $210K in Q4 2023. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Atlantic Edge Private Wealth Management held 225 shares of Vanguard Health Care ETF worth $61.3K as of Q1 2026.
Atlantic Edge Private Wealth Management left its Vanguard Health Care ETF share count unchanged in Q1 2026.
Vanguard Health Care ETF made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q1 2026, its #222 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 10 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Health Care ETF position peaked at $210K in Q4 2023.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.