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

LifeGoal 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
2026
Q2 		$722K Hold
2,414
– – 0.33% 43
2026
Q1 		$663K Hold
2,414
– – 0.38% 42
2025
Q4 		$695K Hold
2,414
– – 0.46% 36
2025
Q3 		$627K Buy
2,414
+68
+3% +$17.1K 0.52% 38
2025
Q2 		$583K Hold
2,346
– – 0.55% 38
2025
Q1 		$621K Hold
2,346
– – 0.67% 32
2024
Q4 		$595K Buy
+2,346
New +$632K 0.65% 33

Other funds holding VHT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LifeGoal Wealth Advisors's VHT Position: Q2 2026 in Review

LifeGoal Wealth Advisors held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 2,414 shares worth $722K. The position accounts for 0.33% of the portfolio, ranked #43.

LifeGoal Wealth Advisors first reported a position in VHT in Q4 2024 and has held it in 7 quarters since. 538 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • LifeGoal Wealth Advisors held 2,414 shares of Vanguard Health Care ETF worth $722K as of Q2 2026.
  • LifeGoal Wealth Advisors left its Vanguard Health Care ETF share count unchanged in Q2 2026.
  • Vanguard Health Care ETF made up 0.33% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • LifeGoal Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2024 and has held it in 7 quarters since.
  • 538 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.