Golden State Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Golden State Wealth 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
2026 Q1	$176K	Sell	646 -85	-12%	-$24.3K	0.02%	403
2025 Q4	$210K	Hold	731	–	–	0.02%	385
2025 Q3	$190K	Buy	731 +19	+3%	+$4.77K	0.02%	391
2025 Q2	$177K	Sell	712 -122	-15%	-$30.2K	0.02%	379
2025 Q1	$221K	Sell	834 -101	-11%	-$26.9K	0.03%	325
2024 Q4	$237K	Buy	+935	New	+$252K	0.04%	295
2022 Q1	$208K	Buy	+817	New	+$202K	0.04%	291
2020 Q2	–	Sell	-961	Closed	-$160K	–	882
2020 Q1	$160K	Buy	+961	New	+$176K	0.07%	185
2019 Q4	–	Sell	-1,219	Closed	-$204K	–	915
2019 Q3	$204K	Buy	1,219 +1	+0.1%	+$171	0.07%	201
2019 Q2	$211K	Sell	1,218 -1,104	-48%	-$186K	0.07%	217
2019 Q1	$401K	Buy	+2,322	New	+$394K	0.13%	137

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Golden State Wealth Management's VHT Position: Q1 2026 in Review

Golden State Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 12% in Q1 2026, selling an estimated $24.3K and leaving 646 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #403.

Golden State Wealth Management first reported a position in VHT in Q1 2019 and has held it in 11 quarters since. The position peaked at $401K in Q1 2019. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Golden State Wealth Management held 646 shares of Vanguard Health Care ETF worth $176K as of Q1 2026.
Golden State Wealth Management sold 85 Vanguard Health Care ETF shares in Q1 2026, an estimated $24.3K.
Vanguard Health Care ETF made up 0.02% of Golden State Wealth Management's portfolio in Q1 2026, its #403 holding.
Golden State Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Vanguard Health Care ETF position peaked at $401K in Q1 2019.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.