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

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 245 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.
245 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.