Iron Horse Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Iron Horse Wealth Management’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 Q2	$69.8K	Hold	281	–	–	0.02%	118
2025 Q1	$74.4K	Buy	281 +4	+1%	+$1.07K	0.02%	94
2024 Q4	$70.3K	Sell	277 -8	-3%	-$2.15K	0.02%	91
2024 Q3	$80.4K	Hold	285	–	–	0.03%	81
2024 Q2	$75.8K	Hold	285	–	–	0.03%	77
2024 Q1	$77.1K	Hold	285	–	–	0.03%	69
2023 Q4	$71.5K	Hold	285	–	–	0.03%	70
2023 Q3	$67K	Hold	285	–	–	0.03%	69
2023 Q2	$69.8K	Hold	285	–	–	0.03%	65
2023 Q1	$68K	Sell	285 -7	-2%	-$1.68K	0.03%	66
2022 Q4	$72K	Hold	292	–	–	0.04%	63
2022 Q3	$65K	Hold	292	–	–	0.09%	37
2022 Q2	$69K	Hold	292	–	–	0.04%	60
2022 Q1	$74K	Buy	292 +257	+734%	+$63.5K	0.04%	64
2021 Q4	$9K	Hold	35	–	–	0.01%	124
2021 Q3	$9K	Hold	35	–	–	0.01%	114
2021 Q2	$9K	Hold	35	–	–	0.01%	120
2021 Q1	$8K	Hold	35	–	–	0.01%	118
2020 Q4	$8K	Buy	+35	New	+$7.48K	0.01%	113

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Iron Horse Wealth Management's VHT Position: Q2 2025 in Review

Iron Horse Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q2 2025 at 281 shares worth $69.8K. The position accounts for 0.02% of the portfolio, ranked #118.

Iron Horse Wealth Management first reported a position in VHT in Q4 2020 and has held it in 19 quarters since. The position peaked at $80.4K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Iron Horse Wealth Management held 281 shares of Vanguard Health Care ETF worth $69.8K as of Q2 2025.
Iron Horse Wealth Management left its Vanguard Health Care ETF share count unchanged in Q2 2025.
Vanguard Health Care ETF made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #118 holding.
Iron Horse Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Vanguard Health Care ETF position peaked at $80.4K in Q3 2024.
1,019 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.