Leo H. Evart Inc’s Vanguard Health Care ETF VHT Stock Holding History

Leo H. Evart Inc’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 Q2	$1.97M	Buy	6,599 +58	+0.9%	+$16.1K	1.56%	20
2026 Q1	$1.78M	Buy	+6,541	New	+$1.87M	1.52%	19
2023 Q3	$2.55M	Sell	10,863 -184	-2%	-$44.9K	3.92%	10
2023 Q2	$2.7M	Sell	11,047 -52	-0.5%	-$12.7K	3.75%	11
2023 Q1	$2.65M	Sell	11,099 -832	-7%	-$200K	3.87%	10
2022 Q4	$2.96M	Buy	11,931 +831	+7%	+$201K	4.48%	8
2022 Q3	$2.48M	Sell	11,100 -26	-0.2%	-$6.21K	3.78%	10
2022 Q2	$2.62M	Sell	11,126 -179	-2%	-$43.1K	3.18%	10
2022 Q1	$2.88M	Sell	11,305 -63	-0.6%	-$15.6K	2.97%	11
2021 Q4	$3.03M	Buy	+11,368	New	+$2.9M	2.95%	11

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leo H. Evart Inc's VHT Position: Q2 2026 in Review

Leo H. Evart Inc increased its Vanguard Health Care ETF (VHT) stake by 0.89% in Q2 2026, buying an estimated $16.1K and bringing the position to 6,599 shares worth $1.97M. The position accounts for 1.56% of the portfolio, ranked #20.

Leo H. Evart Inc first reported a position in VHT in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.03M in Q4 2021. 1,120 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Leo H. Evart Inc held 6,599 shares of Vanguard Health Care ETF worth $1.97M as of Q2 2026.
Leo H. Evart Inc bought 58 Vanguard Health Care ETF shares in Q2 2026, an estimated $16.1K.
Vanguard Health Care ETF made up 1.56% of Leo H. Evart Inc's portfolio in Q2 2026, its #20 holding.
Leo H. Evart Inc first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 10 quarters since.
Leo H. Evart Inc's Vanguard Health Care ETF position peaked at $3.03M in Q4 2021.
1,120 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.