BAM
VHT icon

BOS Asset Management’s Vanguard Health Care ETF VHT Stock Holding History

BOS Asset 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
Q2 		$467K Hold
1,563
– – 0.11% 130
2026
Q1 		$426K Hold
1,563
– – 0.11% 138
2025
Q4 		$450K Buy
1,563
+32
+2% +$8.94K 0.12% 128
2025
Q3 		$397K Sell
1,531
-34
-2% -$8.53K 0.11% 129
2025
Q2 		$389K Hold
1,565
– – 0.12% 117
2025
Q1 		$414K Sell
1,565
-118
-7% -$31.4K 0.14% 106
2024
Q4 		$427K Buy
1,683
+394
+31% +$106K 0.15% 101
2024
Q3 		$364K Buy
1,289
+16
+1% +$4.44K 0.13% 106
2024
Q2 		$339K Buy
1,273
+60
+5% +$15.7K 0.16% 102
2024
Q1 		$328K Buy
1,213
+68
+6% +$17.9K 0.17% 95
2023
Q4 		$287K Buy
1,145
+115
+11% +$27.2K 0.2% 114
2023
Q3 		$242K Buy
+1,030
New +$251K 0.18% 124

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CA
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CMA
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LFP
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MAM
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BI
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Wealth Enhancement Advisory Services
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DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
MPWT
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FFN
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