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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
Q3 		– Sell
-2,414
Closed -$722K – 230
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

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

LifeGoal Wealth Advisors's VHT Position: Q3 2026 in Review

LifeGoal Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q3 2026, closing a stake of 2,414 shares — an estimated $722K sold.

LifeGoal Wealth Advisors first reported a position in VHT in Q4 2024 and held it in 7 quarters. The position peaked at $722K in Q2 2026. 40 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

  • LifeGoal Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q3 2026 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 2,414 Vanguard Health Care ETF shares in Q3 2026, an estimated $722K.
  • LifeGoal Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2024 and held it in 7 quarters.
  • LifeGoal Wealth Advisors's Vanguard Health Care ETF position peaked at $722K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.