Laurel Wealth Advisors (North Carolina)’s Vanguard Health Care ETF VHT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2026 Q1	–	Sell	-300	Closed	-$86.4K	–	635
2025 Q4	$86.4K	Buy	+300	New	+$83.8K	0.01%	269
2025 Q2	–	Sell	-300	Closed	-$79.4K	–	651
2025 Q1	$79.4K	Hold	300	–	–	0.01%	261
2024 Q4	$76.1K	Hold	300	–	–	0.01%	263
2024 Q3	$84.7K	Hold	300	–	–	0.01%	252
2024 Q2	$79.8K	Sell	300 -149	-33%	-$39.1K	0.01%	250
2024 Q1	$121K	Hold	449	–	–	0.02%	216
2023 Q4	$113K	Buy	449 +300	+201%	+$71K	0.02%	217
2023 Q3	$35K	Hold	149	–	–	0.01%	311
2023 Q2	$36.5K	Hold	149	–	–	0.01%	317
2023 Q1	$35.5K	Buy	+149	New	+$35.9K	0.01%	317

Other funds holding VHT

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

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

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

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

Laurel Wealth Advisors (North Carolina)'s VHT Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 300 shares — an estimated $86.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VHT in Q1 2023 and held it in 10 quarters. The position peaked at $121K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 300 Vanguard Health Care ETF shares in Q1 2026, an estimated $86.4K.
Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Health Care ETF in Q1 2023 and held it in 10 quarters.
Laurel Wealth Advisors (North Carolina)'s Vanguard Health Care ETF position peaked at $121K in Q1 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.