GoalVest Advisory’s Vanguard Health Care ETF VHT Stock Holding History

GoalVest Advisory’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	–	Sell	-126	Closed	-$32.1K	–	549
2024 Q4	$32.1K	Buy	+126	New	+$33.9K	0.01%	213
2023 Q4	–	Sell	-11	Closed	-$2.59K	–	497
2023 Q3	$2.59K	Buy	+11	New	+$2.68K	﹤0.01%	404
2022 Q2	–	Sell	-812	Closed	-$207K	–	535
2022 Q1	$207K	Buy	+812	New	+$201K	0.12%	109

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GoalVest Advisory's VHT Position: Q1 2025 in Review

GoalVest Advisory sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 126 shares — an estimated $32.1K sold.

GoalVest Advisory first reported a position in VHT in Q1 2022 and held it in 3 quarters. The position peaked at $207K in Q1 2022. 1,060 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

GoalVest Advisory reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
GoalVest Advisory sold 126 Vanguard Health Care ETF shares in Q1 2025, an estimated $32.1K.
GoalVest Advisory first reported a position in Vanguard Health Care ETF in Q1 2022 and held it in 3 quarters.
GoalVest Advisory's Vanguard Health Care ETF position peaked at $207K in Q1 2022.
1,060 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.