Moisand Fitzgerald Tamayo’s Vanguard Health Care ETF VHT Stock Holding History

Moisand Fitzgerald Tamayo’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	$47.8K	Hold	160	–	–	﹤0.01%	209
2026 Q1	$43.6K	Hold	160	–	–	﹤0.01%	209
2025 Q4	$46.1K	Hold	160	–	–	0.01%	207
2025 Q3	$41.5K	Hold	160	–	–	﹤0.01%	218
2025 Q2	$39.7K	Hold	160	–	–	0.01%	218
2025 Q1	$42.4K	Hold	160	–	–	0.01%	207
2024 Q4	$40.6K	Hold	160	–	–	0.01%	206
2024 Q3	$45.2K	Hold	160	–	–	0.01%	205
2024 Q2	$42.6K	Hold	160	–	–	0.01%	192
2024 Q1	$43.3K	Sell	160 -28	-15%	-$7.36K	0.01%	192
2023 Q4	$47.1K	Hold	188	–	–	0.01%	180
2023 Q3	$44.2K	Sell	188 -25	-12%	-$6.09K	0.01%	193
2023 Q2	$52.1K	Hold	213	–	–	0.01%	166
2023 Q1	$50.8K	Hold	213	–	–	0.01%	177
2022 Q4	$52.8K	Hold	213	–	–	0.01%	166
2022 Q3	$48K	Hold	213	–	–	0.01%	164
2022 Q2	$50K	Buy	+213	New	+$51.3K	0.01%	156

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

Moisand Fitzgerald Tamayo's VHT Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Vanguard Health Care ETF (VHT) position steady in Q2 2026 at 160 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Moisand Fitzgerald Tamayo first reported a position in VHT in Q2 2022 and has held it in 17 quarters since. The position peaked at $52.8K in Q4 2022. 244 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Moisand Fitzgerald Tamayo held 160 shares of Vanguard Health Care ETF worth $47.8K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Vanguard Health Care ETF share count unchanged in Q2 2026.
Vanguard Health Care ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #209 holding.
Moisand Fitzgerald Tamayo first reported a position in Vanguard Health Care ETF in Q2 2022 and has held it in 17 quarters since.
Moisand Fitzgerald Tamayo's Vanguard Health Care ETF position peaked at $52.8K in Q4 2022.
244 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.