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

Kellett 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
Q3 		– Sell
-830
Closed -$206K – 79
2025
Q2 		$206K Sell
830
-120
-13% -$29.7K 0.13% 68
2025
Q1 		$251K Buy
950
+28
+3% +$7.46K 0.17% 59
2024
Q4 		$234K Sell
922
-180
-16% -$48.5K 0.16% 63
2024
Q3 		$311K Hold
1,102
– – 0.22% 54
2024
Q2 		$293K Sell
1,102
-1,249
-53% -$327K 0.24% 51
2024
Q1 		$636K Sell
2,351
-86
-4% -$22.6K 0.44% 36
2023
Q4 		$611K Buy
2,437
+115
+5% +$27.2K 0.45% 36
2023
Q3 		$546K Buy
2,322
+100
+5% +$24.4K 0.47% 28
2023
Q2 		$544K Sell
2,222
-152
-6% -$37K 0.49% 26
2023
Q1 		$566K Sell
2,374
-240
-9% -$57.8K 0.54% 22
2022
Q4 		$648K Hold
2,614
– – 0.63% 20
2022
Q3 		$635K Sell
2,614
-200
-7% -$47.7K 0.77% 16
2022
Q2 		$663K Sell
2,814
-300
-10% -$72.3K 0.86% 16
2022
Q1 		$792K Buy
3,114
+60
+2% +$14.8K 0.63% 23
2021
Q4 		$814K Buy
+3,054
New +$779K 0.62% 23

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EHC
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 $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kellett Wealth Advisors's VHT Position: Q3 2025 in Review

Kellett Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 830 shares — an estimated $206K sold.

Kellett Wealth Advisors first reported a position in VHT in Q4 2021 and held it in 15 quarters. The position peaked at $814K in Q4 2021. 1,011 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

  • Kellett Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
  • Kellett Wealth Advisors sold 830 Vanguard Health Care ETF shares in Q3 2025, an estimated $206K.
  • Kellett Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 15 quarters.
  • Kellett Wealth Advisors's Vanguard Health Care ETF position peaked at $814K in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on Kellett Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.