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Gateway Wealth Partners’s Vanguard Health Care ETF VHT Stock Holding History

Gateway Wealth Partners’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 		$853K Buy
3,132
+1,148
+58% +$328K 0.03% 412
2025
Q4 		$571K Buy
1,984
+186
+10% +$52K 0.06% 259
2025
Q3 		$467K Buy
1,798
+625
+53% +$157K 0.06% 252
2025
Q2 		$291K Buy
+1,173
New +$290K 0.06% 285
2024
Q2 		– Sell
-816
Closed -$221K – 278
2024
Q1 		$221K Sell
816
-160
-16% -$42K 0.08% 215
2023
Q4 		$245K Sell
976
-141
-13% -$33.4K 0.1% 180
2023
Q3 		$263K Sell
1,117
-48
-4% -$11.7K 0.05% 210
2023
Q2 		$285K Buy
1,165
+95
+9% +$23.1K 0.05% 187
2023
Q1 		$255K Buy
+1,070
New +$257K 0.04% 180

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return