Chemistry Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Chemistry Wealth 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	$377K	Sell	1,261 -119	-9%	-$33.1K	0.06%	151
2026 Q1	$376K	Hold	1,380	–	–	0.07%	147
2025 Q4	$397K	Hold	1,380	–	–	0.07%	130
2025 Q3	$358K	Hold	1,380	–	–	0.07%	146
2025 Q2	$343K	Hold	1,380	–	–	0.07%	135
2025 Q1	$365K	Hold	1,380	–	–	0.09%	121
2024 Q4	$350K	Hold	1,380	–	–	0.08%	122
2024 Q3	$389K	Sell	1,380 -3	-0.2%	-$833	0.09%	115
2024 Q2	$368K	Hold	1,383	–	–	0.1%	114
2024 Q1	$374K	Hold	1,383	–	–	0.1%	114
2023 Q4	$347K	Sell	1,383 -24	-2%	-$5.68K	0.1%	116
2023 Q3	$331K	Hold	1,407	–	–	0.11%	118
2023 Q2	$344K	Sell	1,407 -28	-2%	-$6.81K	0.11%	114
2023 Q1	$342K	Buy	1,435 +17	+1%	+$4.09K	0.12%	113
2022 Q4	$352K	Hold	1,418	–	–	0.14%	101
2022 Q3	$317K	Hold	1,418	–	–	0.13%	111
2022 Q2	$334K	Sell	1,418 -109	-7%	-$26.3K	0.13%	113
2022 Q1	$388K	Buy	+1,527	New	+$377K	0.13%	103

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

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

PCH

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Chemistry Wealth Management's VHT Position: Q2 2026 in Review

Chemistry Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 8.6% in Q2 2026, selling an estimated $33.1K and leaving 1,261 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #151.

Chemistry Wealth Management first reported a position in VHT in Q1 2022 and has held it in 18 quarters since. The position peaked at $397K in Q4 2025. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Chemistry Wealth Management held 1,261 shares of Vanguard Health Care ETF worth $377K as of Q2 2026.
Chemistry Wealth Management sold 119 Vanguard Health Care ETF shares in Q2 2026, an estimated $33.1K.
Vanguard Health Care ETF made up 0.06% of Chemistry Wealth Management's portfolio in Q2 2026, its #151 holding.
Chemistry Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2022 and has held it in 18 quarters since.
Chemistry Wealth Management's Vanguard Health Care ETF position peaked at $397K in Q4 2025.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.