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Golden State Equity Partners’s Vanguard Health Care ETF VHT Stock Holding History

Golden State Equity 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
Q2 		– Sell
-69
Closed -$18.8K – 1689
2026
Q1 		$18.8K Buy
+69
New +$19.7K ﹤0.01% 1109

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UBS Group
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PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Golden State Equity Partners's VHT Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 69 shares — an estimated $18.8K sold.

Golden State Equity Partners first reported a position in VHT in Q1 2026 and held it in 1 quarter. The position peaked at $18.8K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Golden State Equity Partners reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 69 Vanguard Health Care ETF shares in Q2 2026, an estimated $18.8K.
  • Golden State Equity Partners first reported a position in Vanguard Health Care ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Vanguard Health Care ETF position peaked at $18.8K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.