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 Q2	$44.9K	Sell	150 -496	-77%	-$138K	﹤0.01%	750
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	–	912
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Golden State Wealth Management's VHT Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 77% in Q2 2026, selling an estimated $138K and leaving 150 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Golden State Wealth Management first reported a position in VHT in Q1 2019 and has held it in 12 quarters since. The position peaked at $401K in Q1 2019. 1,116 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Golden State Wealth Management held 150 shares of Vanguard Health Care ETF worth $44.9K as of Q2 2026.
Golden State Wealth Management sold 496 Vanguard Health Care ETF shares in Q2 2026, an estimated $138K.
Vanguard Health Care ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #750 holding.
Golden State Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Vanguard Health Care ETF position peaked at $401K in Q1 2019.
1,116 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.