Beacon Bridge Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Beacon Bridge Wealth Partners’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 Q2	–	Sell	-1,025	Closed	-$271K	–	92
2025 Q1	$271K	Hold	1,025	–	–	0.12%	78
2024 Q4	$260K	Buy	1,025 +267	+35%	+$71.9K	0.11%	79
2024 Q3	$214K	Hold	758	–	–	0.09%	83
2024 Q2	$202K	Buy	+758	New	+$199K	0.09%	92

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

PCH

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beacon Bridge Wealth Partners's VHT Position: Q2 2025 in Review

Beacon Bridge Wealth Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 1,025 shares — an estimated $271K sold.

Beacon Bridge Wealth Partners first reported a position in VHT in Q2 2024 and held it in 4 quarters. The position peaked at $271K in Q1 2025. 1,019 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Beacon Bridge Wealth Partners reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 1,025 Vanguard Health Care ETF shares in Q2 2025, an estimated $271K.
Beacon Bridge Wealth Partners first reported a position in Vanguard Health Care ETF in Q2 2024 and held it in 4 quarters.
Beacon Bridge Wealth Partners's Vanguard Health Care ETF position peaked at $271K in Q1 2025.
1,019 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.