Denver PWM’s Vanguard Health Care ETF VHT Stock Holding History

Denver PWM’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 Q1	–	Sell	-13	Closed	-$3.3K	–	217
2024 Q4	$3.3K	Buy	+13	New	+$3.5K	﹤0.01%	185
2023 Q4	–	Sell	-4,419	Closed	-$1.03M	–	106
2023 Q3	$1.03M	Buy	4,419 +55	+1%	+$13.4K	0.43%	43
2023 Q2	$1.06M	Sell	4,364 -181	-4%	-$44K	0.44%	44
2023 Q1	$1.12M	Buy	4,545 +540	+13%	+$130K	0.49%	42
2022 Q4	$993K	Buy	+4,005	New	+$971K	0.47%	45

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Denver PWM's VHT Position: Q1 2025 in Review

Denver PWM sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 13 shares — an estimated $3.3K sold.

Denver PWM first reported a position in VHT in Q4 2022 and held it in 5 quarters. The position peaked at $1.12M in Q1 2023. 1,059 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

Denver PWM reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 13 Vanguard Health Care ETF shares in Q1 2025, an estimated $3.3K.
Denver PWM first reported a position in Vanguard Health Care ETF in Q4 2022 and held it in 5 quarters.
Denver PWM's Vanguard Health Care ETF position peaked at $1.12M in Q1 2023.
1,059 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.