Gradient Capital Advisors’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $854K | Buy |
2,856
+137
| +5% | +$38.1K | 0.2% | 85 |
|
|
2026
Q1 | $741K | Sell |
2,719
-37
| -1% | -$10.6K | 0.19% | 86 |
|
|
2025
Q4 | $793K | Buy |
2,756
+68
| +3% | +$19K | 0.2% | 83 |
|
|
2025
Q3 | $698K | Sell |
2,688
-107
| -4% | -$26.8K | 0.19% | 86 |
|
|
2025
Q2 | $694K | Sell |
2,795
-234
| -8% | -$57.8K | 0.21% | 83 |
|
|
2025
Q1 | $802K | Sell |
3,029
-136
| -4% | -$36.2K | 0.26% | 74 |
|
|
2024
Q4 | $803K | Sell |
3,165
-59
| -2% | -$15.9K | 0.26% | 70 |
|
|
2024
Q3 | $910K | Buy |
3,224
+6
| +0.2% | +$1.67K | 0.3% | 67 |
|
|
2024
Q2 | $856K | Sell |
3,218
-182
| -5% | -$47.7K | 0.31% | 68 |
|
|
2024
Q1 | $920K | Sell |
3,400
-87
| -2% | -$22.9K | 0.34% | 64 |
|
|
2023
Q4 | $874K | Sell |
3,487
-30
| -0.9% | -$7.11K | 0.33% | 68 |
|
|
2023
Q3 | $827K | Buy |
3,517
+7
| +0.2% | +$1.71K | 0.35% | 64 |
|
|
2023
Q2 | $859K | Buy |
3,510
+60
| +2% | +$14.6K | 0.34% | 64 |
|
|
2023
Q1 | $823K | Buy |
3,450
+15
| +0.4% | +$3.61K | 0.35% | 65 |
|
|
2022
Q4 | $852K | Buy |
3,435
+28
| +0.8% | +$6.79K | 0.39% | 61 |
|
|
2022
Q3 | $762K | Buy |
3,407
+416
| +14% | +$99.3K | 0.36% | 65 |
|
|
2022
Q2 | $704K | Buy |
2,991
+94
| +3% | +$22.7K | 0.34% | 65 |
|
|
2022
Q1 | $737K | Buy |
2,897
+5
| +0.2% | +$1.24K | 0.31% | 65 |
|
|
2021
Q4 | $771K | Buy |
2,892
+11
| +0.4% | +$2.81K | 0.32% | 66 |
|
|
2021
Q3 | $712K | Buy |
2,881
+40
| +1% | +$10.3K | 0.33% | 66 |
|
|
2021
Q2 | $702K | Sell |
2,841
-94
| -3% | -$22.5K | 0.33% | 66 |
|
|
2021
Q1 | $671K | Hold |
2,935
| – | – | 0.36% | 62 |
|
|
2020
Q4 | $657K | Buy |
2,935
+143
| +5% | +$30.6K | 0.37% | 59 |
|
|
2020
Q3 | $569K | Buy |
2,792
+535
| +24% | +$108K | 0.36% | 60 |
|
|
2020
Q2 | $435K | Buy |
2,257
+114
| +5% | +$21.4K | 0.29% | 67 |
|
|
2020
Q1 | $356K | Sell |
2,143
-51
| -2% | -$9.32K | 0.29% | 69 |
|
|
2019
Q4 | $421K | Sell |
2,194
-72
| -3% | -$12.9K | 0.29% | 69 |
|
|
2019
Q3 | $380K | Sell |
2,266
-30
| -1% | -$5.13K | 0.28% | 69 |
|
|
2019
Q2 | $399K | Sell |
2,296
-73
| -3% | -$12.3K | 0.31% | 63 |
|
|
2019
Q1 | $409K | Buy |
2,369
+14
| +0.6% | +$2.37K | 0.33% | 58 |
|
|
2018
Q4 | $378K | Buy |
2,355
+9
| +0.4% | +$1.52K | 0.33% | 57 |
|
|
2018
Q3 | $423K | Buy |
2,346
+15
| +0.6% | +$2.58K | 0.36% | 57 |
|
|
2018
Q2 | $371K | Hold |
2,331
| – | – | 0.34% | 59 |
|
|
2018
Q1 | $358K | Buy |
2,331
+69
| +3% | +$11K | 0.36% | 54 |
|
|
2017
Q4 | $349K | Buy |
+2,262
| New | +$347K | 0.36% | 54 |
|
Other funds holding VHT
AAG
CA
CMA
LFP
MAM
BI
DAS
MPWT
FFN
Gradient Capital Advisors's VHT Position: Q2 2026 in Review
Gradient Capital Advisors increased its Vanguard Health Care ETF (VHT) stake by 5% in Q2 2026, buying an estimated $38.1K and bringing the position to 2,856 shares worth $854K. The position accounts for 0.2% of the portfolio, ranked #85.
Gradient Capital Advisors first reported a position in VHT in Q4 2017 and has held it in 35 quarters since. The position peaked at $920K in Q1 2024. 180 funds tracked by Wall St. Rank hold VHT as of Q2 2026.
- Gradient Capital Advisors held 2,856 shares of Vanguard Health Care ETF worth $854K as of Q2 2026.
- Gradient Capital Advisors bought 137 Vanguard Health Care ETF shares in Q2 2026, an estimated $38.1K.
- Vanguard Health Care ETF made up 0.2% of Gradient Capital Advisors's portfolio in Q2 2026, its #85 holding.
- Gradient Capital Advisors first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 35 quarters since.
- Gradient Capital Advisors's Vanguard Health Care ETF position peaked at $920K in Q1 2024.
- 180 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.