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Carolinas Wealth Consulting’s Vanguard Health Care ETF VHT Stock Holding History

Carolinas Wealth Consulting’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
-626
Closed -$166K – 914
2025
Q1 		$166K Buy
626
+1
+0.2% +$266 0.04% 192
2024
Q4 		$158K Sell
625
-163
-21% -$43.9K 0.03% 202
2024
Q3 		$223K Buy
788
+2
+0.3% +$556 0.04% 174
2024
Q2 		$210K Sell
786
-12
-2% -$3.15K 0.04% 175
2024
Q1 		$216K Buy
798
+2
+0.3% +$525 0.04% 166
2023
Q4 		$200K Buy
796
+13
+2% +$3.08K 0.04% 161
2023
Q3 		$177K Sell
783
-270
-26% -$65.8K 0.04% 153
2023
Q2 		$259K Hold
1,053
– – 0.05% 153
2023
Q1 		$251K Sell
1,053
-47
-4% -$11.3K 0.05% 154
2022
Q4 		$273K Sell
1,100
-282
-20% -$68.4K 0.06% 140
2022
Q3 		$310K Hold
1,382
– – 0.08% 118
2022
Q2 		$325K Sell
1,382
-112
-7% -$27K 0.08% 116
2022
Q1 		$380K Buy
1,494
+582
+64% +$144K 0.08% 107
2021
Q4 		$243K Sell
912
-159
-15% -$40.5K 0.05% 154
2021
Q3 		$265K Buy
1,071
+1
+0.1% +$257 0.06% 127
2021
Q2 		$264K Buy
1,070
+2
+0.2% +$478 0.06% 138
2021
Q1 		$244K Sell
1,068
-196
-16% -$45K 0.06% 144
2020
Q4 		$283K Sell
1,264
-8,113
-87% -$1.73M 0.08% 122
2020
Q3 		$1.91M Buy
9,377
+27
+0.3% +$5.46K 0.64% 30
2020
Q2 		$1.8M Buy
9,350
+8,386
+870% +$1.57M 0.71% 32
2020
Q1 		$160K Buy
964
+587
+156% +$107K 0.09% 104
2019
Q4 		$72K Buy
+377
New +$67.6K 0.08% 66

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EHC
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 $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carolinas Wealth Consulting's VHT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 626 shares — an estimated $166K sold.

Carolinas Wealth Consulting first reported a position in VHT in Q4 2019 and held it in 22 quarters. The position peaked at $1.91M in Q3 2020. 1,016 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 626 Vanguard Health Care ETF shares in Q2 2025, an estimated $166K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Vanguard Health Care ETF position peaked at $1.91M in Q3 2020.
  • 1,016 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.