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Columbia River Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

Columbia River Financial Group’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
-193
Closed -$51K – 113
2025
Q1 		$51K Buy
+193
New +$51.4K 0.03% 80

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PCH
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UBS Group
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Wells Fargo
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HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Columbia River Financial Group's VHT Position: Q2 2025 in Review

Columbia River Financial Group sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 193 shares — an estimated $51K sold.

Columbia River Financial Group first reported a position in VHT in Q1 2025 and held it in 1 quarter. The position peaked at $51K in Q1 2025. 1,019 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

  • Columbia River Financial Group reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 193 Vanguard Health Care ETF shares in Q2 2025, an estimated $51K.
  • Columbia River Financial Group first reported a position in Vanguard Health Care ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's Vanguard Health Care ETF position peaked at $51K in Q1 2025.
  • 1,019 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.