Innovative Wealth Building’s Vanguard Health Care ETF VHT Stock Holding History

Innovative Wealth Building’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	$334K	Buy	1,057 +4	+0.4%	+$1.25K	0.18%	56
2026 Q2	$315K	Sell	1,053 -319	-23%	-$88.7K	0.18%	62
2026 Q1	$374K	Hold	1,372	–	–	0.26%	45
2025 Q4	$395K	Sell	1,372 -107	-7%	-$29.9K	0.29%	41
2025 Q3	$384K	Buy	1,479 +9	+0.6%	+$2.26K	0.3%	38
2025 Q2	$365K	Sell	1,470 -41	-3%	-$10.1K	0.3%	38
2025 Q1	$400K	Sell	1,511 -31	-2%	-$8.26K	0.37%	38
2024 Q4	$391K	Buy	+1,542	New	+$415K	0.35%	38

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

Innovative Wealth Building's VHT Position: Q3 2026 in Review

Innovative Wealth Building increased its Vanguard Health Care ETF (VHT) stake by 0.38% in Q3 2026, buying an estimated $1.25K and bringing the position to 1,057 shares worth $334K. The position accounts for 0.18% of the portfolio, ranked #56.

Innovative Wealth Building first reported a position in VHT in Q4 2024 and has held it in 8 quarters since. The position peaked at $400K in Q1 2025. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Innovative Wealth Building held 1,057 shares of Vanguard Health Care ETF worth $334K as of Q3 2026.
Innovative Wealth Building bought 4 Vanguard Health Care ETF shares in Q3 2026, an estimated $1.25K.
Vanguard Health Care ETF made up 0.18% of Innovative Wealth Building's portfolio in Q3 2026, its #56 holding.
Innovative Wealth Building first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's Vanguard Health Care ETF position peaked at $400K in Q1 2025.
1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.