AWM
VHT icon

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

Axxcess 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 		$10.9M Buy
40,040
+493
+1% +$141K 0.35% 65
2025
Q4 		$11.4M Buy
39,547
+34,779
+729% +$9.72M 0.2% 100
2025
Q3 		$1.24M Buy
4,768
+105
+2% +$26.3K 0.03% 407
2025
Q2 		$1.16M Buy
4,663
+77
+2% +$19K 0.03% 393
2025
Q1 		$1.21M Buy
4,586
+1,338
+41% +$356K 0.03% 348
2024
Q4 		$824K Buy
3,248
+20
+0.6% +$5.39K 0.02% 440
2024
Q3 		$911K Sell
3,228
-526
-14% -$146K 0.02% 407
2024
Q2 		$999K Sell
3,754
-293
-7% -$76.8K 0.03% 377
2024
Q1 		$1.09M Sell
4,047
-187
-4% -$49.1K 0.03% 355
2023
Q4 		$1.06M Buy
4,234
+1,832
+76% +$434K 0.03% 346
2023
Q3 		$565K Buy
+2,402
New +$586K 0.02% 442
2022
Q2 		– Sell
-11,468
Closed -$2.92M – 680
2022
Q1 		$2.92M Buy
11,468
+308
+3% +$76.1K 0.23% 90
2021
Q4 		$2.97M Buy
+11,160
New +$2.85M 0.23% 87

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return