LA
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LexAurum Advisors’s Vanguard Health Care ETF VHT Stock Holding History

LexAurum 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
2026
Q2 		$508K Buy
1,699
+24
+1% +$6.67K 0.06% 244
2026
Q1 		$456K Buy
+1,675
New +$479K 0.06% 246
2025
Q3 		$471K Buy
1,816
+3
+0.2% +$753 0.07% 213
2025
Q2 		$450K Sell
1,813
-33
-2% -$8.16K 0.07% 211
2025
Q1 		$489K Buy
1,846
+66
+4% +$17.6K 0.09% 191
2024
Q4 		$452K Sell
1,780
-46
-3% -$12.4K 0.09% 195
2024
Q3 		$515K Sell
1,826
-175
-9% -$48.6K 0.11% 161
2024
Q2 		$532K Sell
2,001
-178
-8% -$46.7K 0.13% 148
2024
Q1 		$590K Sell
2,179
-118
-5% -$31K 0.15% 135
2023
Q4 		$576K Sell
2,297
-142
-6% -$33.6K 0.15% 140
2023
Q3 		$573K Buy
2,439
+531
+28% +$129K 0.17% 127
2023
Q2 		$467K Sell
1,908
-529
-22% -$129K 0.14% 137
2023
Q1 		$581K Sell
2,437
-16
-0.7% -$3.85K 0.19% 110
2022
Q4 		$608K Buy
2,453
+2
+0.1% +$485 0.22% 102
2022
Q3 		$548K Buy
2,451
+16
+0.7% +$3.82K 0.21% 103
2022
Q2 		$573K Sell
2,435
-10
-0.4% -$2.41K 0.21% 102
2022
Q1 		$622K Sell
2,445
-143
-6% -$35.3K 0.2% 104
2021
Q4 		$689K Sell
2,588
-25
-1% -$6.38K 0.22% 94
2021
Q3 		$646K Buy
2,613
+130
+5% +$33.3K 0.19% 134
2021
Q2 		$614K Sell
2,483
-47
-2% -$11.2K 0.18% 141
2021
Q1 		$579K Buy
2,530
+51
+2% +$11.7K 0.2% 123
2020
Q4 		$555K Buy
2,479
+50
+2% +$10.7K 0.2% 118
2020
Q3 		$496K Buy
2,429
+60
+3% +$12.1K 0.2% 103
2020
Q2 		$456K Buy
2,369
+102
+4% +$19.1K 0.25% 93
2020
Q1 		$377K Sell
2,267
-15
-0.7% -$2.74K 0.26% 82
2019
Q4 		$437K Buy
2,282
+60
+3% +$10.8K 0.22% 117
2019
Q3 		$373K Buy
2,222
+50
+2% +$8.56K 0.22% 110
2019
Q2 		$378K Buy
2,172
+20
+0.9% +$3.38K 0.23% 100
2019
Q1 		$371K Sell
2,152
-20
-0.9% -$3.39K 0.25% 88
2018
Q4 		$349K Buy
2,172
+35
+2% +$5.93K 0.27% 84
2018
Q3 		$385K Sell
2,137
-73
-3% -$12.5K 0.27% 86
2018
Q2 		$352K Buy
2,210
+50
+2% +$7.87K 0.31% 84
2018
Q1 		$332K Buy
2,160
+345
+19% +$55.1K 0.28% 92
2017
Q4 		$294K Buy
+1,815
New +$279K 0.28% 104

Other funds holding VHT

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return