LWM
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Laidlaw Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Laidlaw 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
Q1 		– Sell
-1,922
Closed -$488K – 157
2024
Q4 		$488K Sell
1,922
-15
-0.8% -$4.04K 0.21% 109
2024
Q3 		$547K Sell
1,937
-212
-10% -$58.9K 0.27% 105
2024
Q2 		$572K Sell
2,149
-59
-3% -$15.5K 0.31% 88
2024
Q1 		$597K Sell
2,208
-834
-27% -$219K 0.33% 91
2023
Q4 		$763K Sell
3,042
-2,080
-41% -$493K 0.28% 95
2023
Q3 		$1.2M Sell
5,122
-2,017
-28% -$492K 0.4% 77
2023
Q2 		$1.75M Sell
7,139
-179
-2% -$43.5K 0.34% 76
2023
Q1 		$1.75M Sell
7,318
-1,114
-13% -$268K 0.36% 76
2022
Q4 		$2.09M Sell
8,432
-576
-6% -$140K 0.45% 60
2022
Q3 		$2.02M Sell
9,008
-1,511
-14% -$361K 0.47% 58
2022
Q2 		$2.48M Sell
10,519
-2,223
-17% -$536K 0.5% 58
2022
Q1 		$3.24M Buy
12,742
+150
+1% +$37.1K 0.54% 47
2021
Q4 		$3.35M Sell
12,592
-345
-3% -$88K 0.54% 49
2021
Q3 		$3.2M Sell
12,937
-195
-1% -$50K 0.82% 35
2021
Q2 		$3.25M Buy
13,132
+3,705
+39% +$885K 0.84% 32
2021
Q1 		$2.16M Buy
9,427
+1,750
+23% +$401K 0.74% 38
2020
Q4 		$1.72M Buy
7,677
+5,867
+324% +$1.25M 0.36% 75
2020
Q3 		$369K Buy
+1,810
New +$366K 0.16% 131
2020
Q1 		– Sell
-1,347
Closed -$258K – 177
2019
Q4 		$258K Buy
+1,347
New +$242K 0.16% 137

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laidlaw Wealth Management's VHT Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q1 2025, closing a stake of 1,922 shares — an estimated $488K sold.

Laidlaw Wealth Management first reported a position in VHT in Q4 2019 and held it in 19 quarters. The position peaked at $3.35M in Q4 2021. 1,060 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,922 Vanguard Health Care ETF shares in Q1 2025, an estimated $488K.
  • Laidlaw Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2019 and held it in 19 quarters.
  • Laidlaw Wealth Management's Vanguard Health Care ETF position peaked at $3.35M in Q4 2021.
  • 1,060 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.