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GeoWealth Management’s Vanguard Health Care ETF VHT Stock Holding History

GeoWealth Management’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
Q3 		– Sell
-19
Closed -$4.72K – 1224
2025
Q2 		$4.72K Buy
19
+2
+12% +$494 ﹤0.01% 1150
2025
Q1 		$4.5K Sell
17
-1,402
-99% -$373K ﹤0.01% 1018
2024
Q4 		$360K Buy
1,419
+93
+7% +$25.1K 0.01% 568
2024
Q3 		$374K Buy
+1,326
New +$368K 0.01% 536
2022
Q2 		– Sell
-581
Closed -$148K – 401
2022
Q1 		$148K Buy
581
+141
+32% +$34.8K 0.01% 309
2021
Q4 		$117K Buy
440
+275
+167% +$70.1K 0.01% 300
2021
Q3 		$41K Buy
+165
New +$42.3K ﹤0.01% 339
2020
Q4 		– Sell
-4,679
Closed -$951K – 222
2020
Q3 		$951K Buy
+4,679
New +$947K 0.29% 81

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return