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 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Innovative Wealth Building's VHT Position: Q2 2026 in Review

Innovative Wealth Building reduced its Vanguard Health Care ETF (VHT) stake by 23% in Q2 2026, selling an estimated $88.7K and leaving 1,053 shares worth $315K. The position accounts for 0.18% of the portfolio, ranked #62.

Innovative Wealth Building first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $400K in Q1 2025. 748 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Innovative Wealth Building held 1,053 shares of Vanguard Health Care ETF worth $315K as of Q2 2026.
Innovative Wealth Building sold 319 Vanguard Health Care ETF shares in Q2 2026, an estimated $88.7K.
Vanguard Health Care ETF made up 0.18% of Innovative Wealth Building's portfolio in Q2 2026, its #62 holding.
Innovative Wealth Building first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Wealth Building's Vanguard Health Care ETF position peaked at $400K in Q1 2025.
748 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.