EP Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.55M Sell
2025
Q1
$6.07M Sell
2024
Q4
$5.99M Sell
2024
Q3
$7.27M Buy
2024
Q2
$6.81M Buy
2024
Q1
$6.92M Buy
2023
Q4
$5.96M Buy
2023
Q3
$5.58M Sell
2023
Q2
$6M Buy
2023
Q1
$53.1K Buy
2022
Q4
$6.18M Buy
2022
Q3
$4.35M Sell
2022
Q2
$4.68M Buy
2022
Q1
$4.98M Sell
2021
Q4
$5.5M Buy
2021
Q3
$4.96M Sell
2021
Q2
$5.04M Sell
2021
Q1
$4.67M Buy