Owen LaRue’s Vanguard Health Care ETF VHT Stock Holding History

Owen LaRue’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 Q3	–	Sell	-1,137	Closed	-$282K	–	128
2025 Q2	$282K	Buy	1,137 +3	+0.3%	+$741	0.12%	90
2025 Q1	$300K	Sell	1,134 -30	-3%	-$7.99K	0.15%	77
2024 Q4	$295K	Buy	1,164 +1	+0.1%	+$269	0.15%	75
2024 Q3	$328K	Hold	1,163	–	–	0.17%	77
2024 Q2	$309K	Hold	1,163	–	–	0.19%	68
2024 Q1	$315K	Buy	1,163 +220	+23%	+$57.8K	0.2%	65
2023 Q4	$236K	Buy	943 +1	+0.1%	+$237	0.22%	67
2023 Q3	$221K	Sell	942 -30	-3%	-$7.31K	0.24%	63
2023 Q2	$236K	Sell	972 -30	-3%	-$7.3K	0.25%	67
2023 Q1	$249K	Hold	1,002	–	–	0.27%	59
2022 Q4	$249K	Buy	+1,002	New	+$243K	0.27%	59

Other funds holding VHT

Bank of America

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

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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