MWM
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MinichMacGregor Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

MinichMacGregor Wealth Management’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
Q2 		– Sell
-1,668
Closed -$442K – 143
2025
Q1 		$442K Buy
1,668
+6
+0.4% +$1.6K 0.1% 71
2024
Q4 		$422K Buy
1,662
+242
+17% +$65.2K 0.09% 75
2024
Q3 		$401K Sell
1,420
-551
-28% -$153K 0.09% 74
2024
Q2 		$524K Hold
1,971
– – 0.13% 62
2024
Q1 		$529K Sell
1,971
-509
-21% -$134K 0.13% 63
2023
Q4 		$622K Buy
2,480
+530
+27% +$126K 0.18% 52
2023
Q3 		$459K Buy
1,950
+7
+0.4% +$1.71K 0.15% 60
2023
Q2 		$476K Hold
1,943
– – 0.15% 60
2023
Q1 		$463K Buy
+1,943
New +$468K 0.15% 60
2016
Q4 		– Sell
-66
Closed -$8K – 510
2016
Q3 		$8K Hold
66
– – 0.01% 304
2016
Q2 		$8K Hold
66
– – 0.01% 294
2016
Q1 		$8K Buy
66
+1
+2% +$122 0.01% 282
2015
Q4 		$9K Buy
+65
New +$8.47K 0.01% 249

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return