Bellwether Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Bellwether 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 Q3	–	Sell	-8	Closed	-$1.99K	–	552
2025 Q2	$1.99K	Buy	+8	New	+$1.98K	﹤0.01%	494
2023 Q3	–	Sell	-57,486	Closed	-$14.1M	–	122
2023 Q2	$14.1M	Buy	57,486 +57,371	+49,888%	+$14M	4.14%	5
2023 Q1	$27.4K	Sell	115 -2,334	-95%	-$562K	0.01%	223
2022 Q4	$607K	Sell	2,449 -47,322	-95%	-$11.5M	0.18%	87
2022 Q3	$11.1M	Sell	49,771 -11,903	-19%	-$2.84M	3.67%	6
2022 Q2	$14.5M	Buy	61,674 +4,653	+8%	+$1.12M	4.67%	5
2022 Q1	$14.5M	Buy	+57,021	New	+$14.1M	4.32%	4

Other funds holding VHT

Bank of America

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return