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

Avaii 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 Q3	$387K	Hold	1,240	–	–	0.11%	112
2026 Q2	$371K	Hold	1,240	–	–	0.11%	119
2026 Q1	$338K	Hold	1,240	–	–	0.12%	105
2025 Q4	$357K	Sell	1,240 -12	-1%	-$3.35K	0.13%	99
2025 Q3	$325K	Hold	1,252	–	–	0.12%	103
2025 Q2	$311K	Sell	1,252 -30	-2%	-$7.41K	0.14%	96
2025 Q1	$339K	Sell	1,282 -175	-12%	-$46.6K	0.18%	73
2024 Q4	$370K	Sell	1,457 -5	-0.3%	-$1.35K	0.18%	75
2024 Q3	$413K	Sell	1,462 -66	-4%	-$18.3K	0.21%	71
2024 Q2	$406K	Hold	1,528	–	–	0.23%	80
2024 Q1	$413K	Hold	1,528	–	–	0.24%	79
2023 Q4	$383K	Sell	1,528 -11	-0.7%	-$2.6K	0.25%	90
2023 Q3	$362K	Hold	1,539	–	–	0.27%	84
2023 Q2	$377K	Sell	1,539 -174	-10%	-$42.3K	0.29%	81
2023 Q1	$408K	Hold	1,713	–	–	0.36%	65
2022 Q4	$425K	Buy	1,713 +197	+13%	+$47.8K	0.38%	61
2022 Q3	$339K	Sell	1,516 -43	-3%	-$10.3K	0.35%	67
2022 Q2	$367K	Hold	1,559	–	–	0.39%	54
2022 Q1	$397K	Sell	1,559 -23	-1%	-$5.68K	0.37%	52
2021 Q4	$421K	Buy	+1,582	New	+$403K	0.42%	52

Other funds holding VHT

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Avaii Wealth Management's VHT Position: Q3 2026 in Review

Avaii Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 1,240 shares worth $387K. The position accounts for 0.11% of the portfolio, ranked #112.

Avaii Wealth Management first reported a position in VHT in Q4 2021 and has held it in 20 quarters since. The position peaked at $425K in Q4 2022. 298 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Avaii Wealth Management held 1,240 shares of Vanguard Health Care ETF worth $387K as of Q3 2026.
Avaii Wealth Management left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.11% of Avaii Wealth Management's portfolio in Q3 2026, its #112 holding.
Avaii Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 20 quarters since.
Avaii Wealth Management's Vanguard Health Care ETF position peaked at $425K in Q4 2022.
298 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.