Brandywine Oak Private Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$790K	Hold	2,902	–	–	0.07%	123
2025 Q4	$835K	Hold	2,902	–	–	0.07%	117
2025 Q3	$753K	Sell	2,902 -49	-2%	-$12.3K	0.07%	123
2025 Q2	$733K	Sell	2,951 -7	-0.2%	-$1.73K	0.07%	122
2025 Q1	$783K	Hold	2,958	–	–	0.08%	117
2024 Q4	$750K	Sell	2,958 -3	-0.1%	-$808	0.07%	117
2024 Q3	$836K	Buy	2,961 +18	+0.6%	+$5K	0.08%	112
2024 Q2	$783K	Sell	2,943 -1	-0%	-$262	0.08%	112
2024 Q1	$796K	Hold	2,944	–	–	0.08%	108
2023 Q4	$738K	Sell	2,944 -471	-14%	-$112K	0.08%	113
2023 Q3	$803K	Sell	3,415 -4	-0.1%	-$975	0.1%	108
2023 Q2	$837K	Sell	3,419 -1,800	-34%	-$438K	0.09%	107
2023 Q1	$1.24M	Buy	5,219 +36	+0.7%	+$8.66K	0.15%	84
2022 Q4	$1.29M	Sell	5,183 -1,751	-25%	-$425K	0.16%	77
2022 Q3	$1.55M	Sell	6,934 -485	-7%	-$116K	0.21%	70
2022 Q2	$1.75M	Sell	7,419 -69,895	-90%	-$16.8M	0.22%	71
2022 Q1	$19.7M	Sell	77,314 -675	-0.9%	-$167K	2.25%	11
2021 Q4	$20.7M	Sell	77,989 -2,611	-3%	-$666K	2.26%	9
2021 Q3	$19.4M	Buy	80,600 +202	+0.3%	+$51.8K	2.25%	10
2021 Q2	$19.9M	Sell	80,398 -2,307	-3%	-$551K	2.32%	12
2021 Q1	$18.9M	Sell	82,705 -13,891	-14%	-$3.19M	2.79%	10
2020 Q4	$21.6M	Buy	96,596 +1,906	+2%	+$407K	3.29%	7
2020 Q3	$19.3M	Sell	94,690 -32,948	-26%	-$6.67M	3.23%	7
2020 Q2	$24.6M	Sell	127,638 -4,498	-3%	-$844K	4.37%	5
2020 Q1	$22M	Buy	132,136 +129,025	+4,147%	+$23.6M	4.54%	5
2019 Q4	$596K	Buy	3,111 +1,028	+49%	+$184K	0.11%	97
2019 Q3	$349K	Buy	2,083 +143	+7%	+$24.5K	0.07%	146
2019 Q2	$337K	Hold	1,940	–	–	0.07%	146
2019 Q1	$334K	Buy	1,940 +1,529	+372%	+$259K	0.07%	142
2018 Q4	$66K	Buy	+411	New	+$69.6K	0.01%	331