Cypress Wealth Services
VHT icon

Cypress Wealth Services’s Vanguard Health Care ETF VHT Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-1,071
Closed -$219K – 504
2020
Q3 		$219K Buy
+1,071
New +$217K 0.06% 241

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Armstrong Advisory Group
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Cypress Wealth Services's VHT Position: Q3 2026 in Review

Cypress Wealth Services held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 684 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #397.

Cypress Wealth Services first reported a position in VHT in Q4 2019 and has held it in 24 quarters since. The position peaked at $265K in Q3 2024. 702 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • Cypress Wealth Services held 684 shares of Vanguard Health Care ETF worth $214K as of Q3 2026.
  • Cypress Wealth Services left its Vanguard Health Care ETF share count unchanged in Q3 2026.
  • Vanguard Health Care ETF made up 0.03% of Cypress Wealth Services's portfolio in Q3 2026, its #397 holding.
  • Cypress Wealth Services first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 24 quarters since.
  • Cypress Wealth Services's Vanguard Health Care ETF position peaked at $265K in Q3 2024.
  • 702 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.