Marcum Wealth’s Vanguard Health Care ETF VHT Stock Holding History

Marcum Wealth’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
2025 Q1	$271K	Hold	1,024	–	–	0.02%	304
2024 Q4	$260K	Sell	1,024 -61	-6%	-$16.4K	0.02%	309
2024 Q3	$306K	Hold	1,085	–	–	0.03%	277
2024 Q2	$289K	Hold	1,085	–	–	0.03%	281
2024 Q1	$294K	Hold	1,085	–	–	0.03%	274
2023 Q4	$272K	Sell	1,085 -45	-4%	-$10.7K	0.03%	271
2023 Q3	$266K	Hold	1,130	–	–	0.03%	265
2023 Q2	$277K	Buy	1,130 +45	+4%	+$10.9K	0.03%	263
2023 Q1	$259K	Buy	1,085 +84	+8%	+$20.2K	0.03%	274
2022 Q4	$248K	Hold	1,001	–	–	0.03%	272
2022 Q3	$224K	Buy	+1,001	New	+$239K	0.03%	285

Other funds holding VHT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marcum Wealth's VHT Position: Q1 2025 in Review

Marcum Wealth held its Vanguard Health Care ETF (VHT) position steady in Q1 2025 at 1,024 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #304.

Marcum Wealth first reported a position in VHT in Q3 2022 and has held it in 11 quarters since. The position peaked at $306K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold VHT as of Q1 2025.

Marcum Wealth held 1,024 shares of Vanguard Health Care ETF worth $271K as of Q1 2025.
Marcum Wealth left its Vanguard Health Care ETF share count unchanged in Q1 2025.
Vanguard Health Care ETF made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #304 holding.
Marcum Wealth first reported a position in Vanguard Health Care ETF in Q3 2022 and has held it in 11 quarters since.
Marcum Wealth's Vanguard Health Care ETF position peaked at $306K in Q3 2024.
1,056 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.