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

GGM Wealth Advisors’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	$328K	Hold	1,300	–	–	0.18%	96
2024 Q4	$330K	Hold	1,300	–	–	0.17%	101
2024 Q3	$368K	Hold	1,300	–	–	0.16%	96
2024 Q2	$346K	Hold	1,300	–	–	0.16%	93
2024 Q1	$342K	Hold	1,300	–	–	0.16%	95
2023 Q4	$332K	Sell	1,300 -25	-2%	-$5.92K	0.14%	109
2023 Q3	$313K	Hold	1,325	–	–	0.14%	105
2023 Q2	$319K	Buy	+1,325	New	+$322K	0.13%	110
2023 Q1	–	Sell	-1,325	Closed	-$329K	–	129
2022 Q4	$329K	Hold	1,325	–	–	0.17%	96
2022 Q3	$315K	Hold	1,325	–	–	0.17%	101
2022 Q2	$314K	Hold	1,325	–	–	0.18%	100
2022 Q1	$339K	Sell	1,325 -68	-5%	-$16.8K	0.17%	104
2021 Q4	$358K	Buy	1,393 +60	+5%	+$15.3K	0.28%	68
2021 Q3	$339K	Hold	1,333	–	–	0.27%	67
2021 Q2	$332K	Buy	1,333 +8	+0.6%	+$1.91K	0.28%	63
2021 Q1	$315K	Hold	1,325	–	–	0.25%	67
2020 Q4	$307K	Buy	+1,325	New	+$283K	0.3%	54

Other funds holding VHT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GGM Wealth Advisors's VHT Position: Q1 2025 in Review

GGM Wealth Advisors held its Vanguard Health Care ETF (VHT) position steady in Q1 2025 at 1,300 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #96.

GGM Wealth Advisors first reported a position in VHT in Q4 2020 and has held it in 17 quarters since. The position peaked at $368K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

GGM Wealth Advisors held 1,300 shares of Vanguard Health Care ETF worth $328K as of Q1 2025.
GGM Wealth Advisors left its Vanguard Health Care ETF share count unchanged in Q1 2025.
Vanguard Health Care ETF made up 0.18% of GGM Wealth Advisors's portfolio in Q1 2025, its #96 holding.
GGM Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 17 quarters since.
GGM Wealth Advisors's Vanguard Health Care ETF position peaked at $368K in Q3 2024.
1,056 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.