Global Wealth Strategies & Associates’s Vanguard Health Care ETF VHT Stock Holding History

Global Wealth Strategies & Associates’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 Q2	–	Sell	-404	Closed	-$110K	–	463
2026 Q1	$110K	Buy	404 +85	+27%	+$24.3K	0.03%	108
2025 Q4	$91.8K	Hold	319	–	–	0.02%	109
2025 Q3	$82.8K	Sell	319 -59	-16%	-$14.8K	0.02%	111
2025 Q2	$93.9K	Sell	378 -50	-12%	-$12.4K	0.03%	81
2025 Q1	$113K	Sell	428 -124	-22%	-$33K	0.03%	67
2024 Q4	$140K	Sell	552 -75	-12%	-$20.2K	0.04%	64
2024 Q3	$177K	Sell	627 -4	-0.6%	-$1.11K	0.06%	49
2024 Q2	$168K	Hold	631	–	–	0.06%	44
2024 Q1	$171K	Sell	631 -258	-29%	-$67.8K	0.06%	47
2023 Q4	$223K	Sell	889 -295	-25%	-$69.9K	0.09%	36
2023 Q3	$278K	Sell	1,184 -95	-7%	-$23.2K	0.13%	37
2023 Q2	$313K	Hold	1,279	–	–	0.15%	33
2023 Q1	$305K	Sell	1,279 -144	-10%	-$34.7K	0.16%	31
2022 Q4	$353K	Buy	+1,423	New	+$345K	0.2%	32

Other funds holding VHT

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return