LifeSteps Financial’s Vanguard Health Care ETF VHT Stock Holding History

LifeSteps Financial’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	$207K	Sell	693 -125	-15%	-$34.8K	0.1%	96
2026 Q1	$223K	Hold	818	–	–	0.14%	86
2025 Q4	$235K	Sell	818 -71	-8%	-$19.8K	0.15%	81
2025 Q3	$231K	Buy	889 +1	+0.1%	+$251	0.15%	82
2025 Q2	$221K	Sell	888 -200	-18%	-$49.4K	0.15%	82
2025 Q1	$288K	Hold	1,088	–	–	0.23%	68
2024 Q4	$276K	Buy	1,088 +1	+0.1%	+$269	0.21%	68
2024 Q3	$307K	Hold	1,087	–	–	0.24%	65
2024 Q2	$289K	Sell	1,087 -210	-16%	-$55.1K	0.24%	62
2024 Q1	$351K	Hold	1,297	–	–	0.26%	57
2023 Q4	$325K	Buy	1,297 +1	+0.1%	+$237	0.29%	57
2023 Q3	$305K	Hold	1,296	–	–	0.31%	53
2023 Q2	$317K	Hold	1,296	–	–	0.31%	52
2023 Q1	$309K	Sell	1,296 -54	-4%	-$13K	0.33%	54
2022 Q4	$335K	Sell	1,350 -41	-3%	-$9.94K	0.35%	52
2022 Q3	$311K	Sell	1,391 -200	-13%	-$47.7K	0.35%	52
2022 Q2	$375K	Sell	1,591 -212	-12%	-$51.1K	0.39%	50
2022 Q1	$459K	Buy	1,803 +10	+0.6%	+$2.47K	0.34%	48
2021 Q4	$478K	Hold	1,793	–	–	0.34%	46
2021 Q3	$443K	Hold	1,793	–	–	0.34%	48
2021 Q2	$443K	Sell	1,793 -501	-22%	-$120K	0.34%	47
2021 Q1	$525K	Sell	2,294 -324	-12%	-$74.3K	0.44%	42
2020 Q4	$586K	Hold	2,618	–	–	0.54%	35
2020 Q3	$534K	Sell	2,618 -100	-4%	-$20.2K	0.56%	35
2020 Q2	$524K	Sell	2,718 -79	-3%	-$14.8K	0.61%	33
2020 Q1	$465K	Hold	2,797	–	–	0.54%	42
2019 Q4	$536K	Buy	+2,797	New	+$502K	0.51%	46

Other funds holding VHT

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 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

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LifeSteps Financial's VHT Position: Q2 2026 in Review

LifeSteps Financial reduced its Vanguard Health Care ETF (VHT) stake by 15% in Q2 2026, selling an estimated $34.8K and leaving 693 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #96.

LifeSteps Financial first reported a position in VHT in Q4 2019 and has held it in 27 quarters since. The position peaked at $586K in Q4 2020. 245 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

LifeSteps Financial held 693 shares of Vanguard Health Care ETF worth $207K as of Q2 2026.
LifeSteps Financial sold 125 Vanguard Health Care ETF shares in Q2 2026, an estimated $34.8K.
Vanguard Health Care ETF made up 0.1% of LifeSteps Financial's portfolio in Q2 2026, its #96 holding.
LifeSteps Financial first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 27 quarters since.
LifeSteps Financial's Vanguard Health Care ETF position peaked at $586K in Q4 2020.
245 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.