Dougherty Wealth Advisers’s Vanguard Health Care ETF VHT Stock Holding History

Dougherty Wealth Advisers’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 Q1	–	Sell	-75	Closed	-$21.6K	–	123
2025 Q4	$21.6K	Hold	75	–	–	0.01%	99
2025 Q3	$19.5K	Hold	75	–	–	0.01%	100
2025 Q2	$18.6K	Hold	75	–	–	0.01%	100
2025 Q1	$19.9K	Hold	75	–	–	0.01%	99
2024 Q4	$19K	Hold	75	–	–	0.01%	101
2024 Q3	$21.2K	Hold	75	–	–	0.02%	95
2024 Q2	$19.9K	Hold	75	–	–	0.02%	97
2024 Q1	$20.3K	Hold	75	–	–	0.02%	97
2023 Q4	$18.8K	Hold	75	–	–	0.02%	110
2023 Q3	$17.6K	Hold	75	–	–	0.02%	107
2023 Q2	$18.4K	Sell	75 -200	-73%	-$48.7K	0.03%	109
2023 Q1	$65.6K	Sell	275 -75	-21%	-$18K	0.1%	73
2022 Q4	$86.8K	Hold	350	–	–	0.14%	67
2022 Q3	$78K	Hold	350	–	–	0.15%	63
2022 Q2	$82K	Hold	350	–	–	0.15%	67
2022 Q1	$89K	Hold	350	–	–	0.13%	73
2021 Q4	$93K	Hold	350	–	–	0.13%	78
2021 Q3	$87K	Hold	350	–	–	0.13%	78
2021 Q2	$86K	Hold	350	–	–	0.13%	77
2021 Q1	$80K	Hold	350	–	–	0.12%	76
2020 Q4	$78K	Hold	350	–	–	0.12%	77
2020 Q3	$71K	Hold	350	–	–	0.25%	74
2020 Q2	$67K	Hold	350	–	–	0.25%	79
2020 Q1	$58K	Hold	350	–	–	0.23%	82
2019 Q4	$67K	Hold	350	–	–	0.2%	89
2019 Q3	$59K	Hold	350	–	–	0.19%	94
2019 Q2	$61K	Hold	350	–	–	0.17%	98
2019 Q1	$60K	Hold	350	–	–	0.2%	89
2018 Q4	$59K	Buy	+350	New	+$59.3K	0.19%	94

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dougherty Wealth Advisers's VHT Position: Q1 2026 in Review

Dougherty Wealth Advisers sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 75 shares — an estimated $21.6K sold.

Dougherty Wealth Advisers first reported a position in VHT in Q4 2018 and held it in 29 quarters. The position peaked at $93K in Q4 2021. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Dougherty Wealth Advisers reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
Dougherty Wealth Advisers sold 75 Vanguard Health Care ETF shares in Q1 2026, an estimated $21.6K.
Dougherty Wealth Advisers first reported a position in Vanguard Health Care ETF in Q4 2018 and held it in 29 quarters.
Dougherty Wealth Advisers's Vanguard Health Care ETF position peaked at $93K in Q4 2021.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.