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Heritage Financial Services’s Vanguard Health Care ETF VHT Stock Holding History

Heritage Financial Services’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,002
Closed -$254K – 131
2024
Q4 		$254K Buy
+1,002
New +$254K 0.03% 97