Guardian Wealth Advisors (North Carolina)’s Vanguard Health Care ETF VHT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-85	Closed	-$23.3K	–	597
2026 Q1	$23.3K	Buy	+85	New	+$24.3K	﹤0.01%	495
2025 Q3	–	Sell	-185	Closed	-$45.8K	–	544
2025 Q2	$45.8K	Buy	185 +21	+13%	+$5.19K	﹤0.01%	406
2025 Q1	$43.5K	Hold	164	–	–	﹤0.01%	387
2024 Q4	$41.6K	Hold	164	–	–	﹤0.01%	374
2024 Q3	$46.2K	Buy	164 +1	+0.6%	+$278	﹤0.01%	312
2024 Q2	$43.5K	Hold	163	–	–	0.01%	305
2024 Q1	$44.2K	Hold	163	–	–	0.01%	325
2023 Q4	$40.9K	Buy	163 +2	+1%	+$474	0.01%	319
2023 Q3	$37.9K	Hold	161	–	–	0.01%	313
2023 Q2	$39.4K	Hold	161	–	–	0.01%	297
2023 Q1	$38.3K	Buy	+161	New	+$38.7K	0.01%	287

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 22.9% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VHT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Health Care ETF (VHT) in Q2 2026, closing a stake of 85 shares — an estimated $23.3K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VHT in Q1 2023 and held it in 11 quarters. The position peaked at $46.2K in Q3 2024. 1,122 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Health Care ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 85 Vanguard Health Care ETF shares in Q2 2026, an estimated $23.3K.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Health Care ETF in Q1 2023 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s Vanguard Health Care ETF position peaked at $46.2K in Q3 2024.
1,122 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.