JMG Financial Group’s Vanguard Health Care ETF VHT Stock Holding History

JMG Financial Group’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	–	Sell	-783	Closed	-$207K	–	126
2025 Q1	$207K	Buy	+783	New	+$209K	0.01%	116
2024 Q4	–	Sell	-973	Closed	-$275K	–	116
2024 Q3	$275K	Sell	973 -157	-14%	-$43.6K	0.01%	109
2024 Q2	$300K	Buy	1,130 +194	+21%	+$50.9K	0.01%	103
2024 Q1	$253K	Hold	936	–	–	0.01%	111
2023 Q4	$235K	Buy	+936	New	+$222K	0.01%	113
2023 Q3	–	Sell	-828	Closed	-$203K	–	114
2023 Q2	$203K	Sell	828 -150	-15%	-$36.5K	0.01%	109
2023 Q1	$233K	Sell	978 -1,263	-56%	-$304K	0.01%	102
2022 Q4	$556K	Sell	2,241 -119	-5%	-$28.9K	0.03%	71
2022 Q3	$528K	Hold	2,360	–	–	0.03%	69
2022 Q2	$556K	Buy	+2,360	New	+$569K	0.03%	67

Other funds holding VHT

Bank of America

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

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return