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 Q3	$51.2K	Buy	162 +12	+8%	+$3.76K	﹤0.01%	687
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Golden State Wealth Management's VHT Position: Q3 2026 in Review

Golden State Wealth Management increased its Vanguard Health Care ETF (VHT) stake by 8% in Q3 2026, buying an estimated $3.76K and bringing the position to 162 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Golden State Wealth Management first reported a position in VHT in Q1 2019 and has held it in 13 quarters since. The position peaked at $401K in Q1 2019. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Golden State Wealth Management held 162 shares of Vanguard Health Care ETF worth $51.2K as of Q3 2026.
Golden State Wealth Management bought 12 Vanguard Health Care ETF shares in Q3 2026, an estimated $3.76K.
Vanguard Health Care ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q3 2026, its #687 holding.
Golden State Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's Vanguard Health Care ETF position peaked at $401K in Q1 2019.
1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.