Inspirion Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Inspirion Wealth Advisors’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
2025 Q4	–	Sell	-918	Closed	-$259K	–	182
2025 Q3	$259K	Buy	+918	New	+$230K	0.04%	128
2025 Q1	–	Sell	-919	Closed	-$237K	–	168
2024 Q4	$237K	Buy	919 +1	+0.1%	+$269	0.03%	132
2024 Q3	$259K	Sell	918 -426	-32%	-$118K	0.04%	129
2024 Q2	$358K	Buy	1,344 +207	+18%	+$54.3K	0.05%	107
2024 Q1	$308K	Sell	1,137 -74	-6%	-$19.4K	0.05%	118
2023 Q4	$308K	Sell	1,211 -1,234	-50%	-$292K	0.06%	111
2023 Q3	$575K	Hold	2,445	–	–	0.11%	79
2023 Q2	$599K	Hold	2,445	–	–	0.11%	78
2023 Q1	$583K	Hold	2,445	–	–	0.12%	76
2022 Q4	$606K	Buy	2,445 +629	+35%	+$153K	0.13%	71
2022 Q3	$406K	Hold	1,816	–	–	0.09%	81
2022 Q2	$428K	Sell	1,816 -6	-0.3%	-$1.45K	0.09%	80
2022 Q1	$463K	Buy	1,822 +6	+0.3%	+$1.48K	0.09%	73
2021 Q4	$484K	Buy	1,816 +458	+34%	+$117K	0.1%	65
2021 Q3	$336K	Hold	1,358	–	–	0.08%	72
2021 Q2	$336K	Hold	1,358	–	–	0.08%	69
2021 Q1	$311K	Hold	1,358	–	–	0.08%	72
2020 Q4	$304K	Hold	1,358	–	–	0.09%	66
2020 Q3	$277K	Hold	1,358	–	–	0.1%	68
2020 Q2	$262K	Hold	1,358	–	–	0.1%	67
2020 Q1	$226K	Hold	1,358	–	–	0.11%	62
2019 Q4	$260K	Sell	1,358 -600	-31%	-$108K	0.09%	68
2019 Q3	$328K	Hold	1,958	–	–	0.14%	56
2019 Q2	$341K	Hold	1,958	–	–	0.15%	53
2019 Q1	$338K	Hold	1,958	–	–	0.15%	53
2018 Q4	$314K	Hold	1,958	–	–	0.16%	51
2018 Q3	$353K	Hold	1,958	–	–	0.15%	53
2018 Q2	$312K	Hold	1,958	–	–	0.15%	55
2018 Q1	$301K	Hold	1,958	–	–	0.15%	53
2017 Q4	$302K	Hold	1,958	–	–	0.15%	51
2017 Q3	$298K	Hold	1,958	–	–	0.15%	52
2017 Q2	$289K	Hold	1,958	–	–	0.16%	53
2017 Q1	$270K	Sell	1,958 -50	-2%	-$6.73K	0.15%	54
2016 Q4	$255K	Sell	2,008 -250	-11%	-$31.9K	0.16%	52
2016 Q3	$300K	Buy	2,258 +255	+13%	+$34.4K	0.19%	49
2016 Q2	$261K	Hold	2,003	–	–	0.17%	50
2016 Q1	$247K	Hold	2,003	–	–	0.17%	50
2015 Q4	$266K	Sell	2,003 -100	-5%	-$13K	0.2%	46
2015 Q3	$258K	Hold	2,103	–	–	0.2%	46
2015 Q2	$294K	Buy	2,103 +50	+2%	+$6.91K	0.22%	42
2015 Q1	$278K	Sell	2,053 -100	-5%	-$13.2K	0.22%	42
2014 Q4	$270K	Buy	+2,153	New	+$264K	0.25%	47

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Inspirion Wealth Advisors's VHT Position: Q4 2025 in Review

Inspirion Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q4 2025, closing a stake of 918 shares — an estimated $259K sold.

Inspirion Wealth Advisors first reported a position in VHT in Q4 2014 and held it in 42 quarters. The position peaked at $606K in Q4 2022. 1,131 funds tracked by Wall St. Rank hold VHT as of Q4 2025.

Inspirion Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q4 2025 after selling out during the quarter.
Inspirion Wealth Advisors sold 918 Vanguard Health Care ETF shares in Q4 2025, an estimated $259K.
Inspirion Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2014 and held it in 42 quarters.
Inspirion Wealth Advisors's Vanguard Health Care ETF position peaked at $606K in Q4 2022.
1,131 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q4 2025.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.