Perigon Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.56M | Sell |
4,921
-98
| -2% | -$30.7K | 0.02% | 467 |
|
|
2026
Q2 | $1.5M | Sell |
5,019
-142
| -3% | -$39.5K | 0.02% | 465 |
|
|
2026
Q1 | $1.41M | Sell |
5,161
-205
| -4% | -$58.6K | 0.03% | 446 |
|
|
2025
Q4 | $1.54M | Buy |
5,366
+9
| +0.2% | +$2.51K | 0.03% | 431 |
|
|
2025
Q3 | $1.39M | Sell |
5,357
-55
| -1% | -$13.8K | 0.03% | 428 |
|
|
2025
Q2 | $1.34M | Sell |
5,412
-167
| -3% | -$41.3K | 0.03% | 409 |
|
|
2025
Q1 | $1.48M | Sell |
5,579
-49
| -0.9% | -$13.1K | 0.04% | 367 |
|
|
2024
Q4 | $1.46M | Sell |
5,628
-8
| -0.1% | -$2.16K | 0.04% | 354 |
|
|
2024
Q3 | $1.59M | Buy |
+5,636
| New | +$1.57M | 0.04% | 325 |
|
|
2024
Q1 | – | Sell |
-6,510
| Closed | -$1.63M | – | 900 |
|
|
2023
Q4 | $1.63M | Sell |
6,510
-361
| -5% | -$85.5K | 0.05% | 257 |
|
|
2023
Q3 | $1.62M | Buy |
6,871
+445
| +7% | +$108K | 0.07% | 233 |
|
|
2023
Q2 | $1.57M | Buy |
6,426
+205
| +3% | +$49.9K | 0.06% | 240 |
|
|
2023
Q1 | $1.48M | Sell |
6,221
-3
| -0% | -$722 | 0.08% | 212 |
|
|
2022
Q4 | $1.54M | Buy |
6,224
+2,070
| +50% | +$502K | 0.1% | 199 |
|
|
2022
Q3 | $929K | Hold |
4,154
| – | – | 0.08% | 213 |
|
|
2022
Q2 | $978K | Sell |
4,154
-145
| -3% | -$34.9K | 0.08% | 211 |
|
|
2022
Q1 | $1.09M | Buy |
4,299
+435
| +11% | +$107K | 0.08% | 215 |
|
|
2021
Q4 | $1.03M | Buy |
3,864
+1,591
| +70% | +$406K | 0.07% | 221 |
|
|
2021
Q3 | $562K | Buy |
2,273
+129
| +6% | +$33.1K | 0.05% | 284 |
|
|
2021
Q2 | $530K | Buy |
2,144
+620
| +41% | +$148K | 0.05% | 293 |
|
|
2021
Q1 | $349K | Buy |
1,524
+210
| +16% | +$48.2K | 0.04% | 357 |
|
|
2020
Q4 | $294K | Hold |
1,314
| – | – | 0.03% | 334 |
|
|
2020
Q3 | $268K | Hold |
1,314
| – | – | 0.04% | 314 |
|
|
2020
Q2 | $253K | Hold |
1,314
| – | – | 0.04% | 295 |
|
|
2020
Q1 | $234K | Hold |
1,314
| – | – | 0.04% | 279 |
|
|
2019
Q4 | $252K | Hold |
1,314
| – | – | 0.05% | 220 |
|
|
2019
Q3 | $224K | Hold |
1,314
| – | – | 0.05% | 215 |
|
|
2019
Q2 | $229K | Hold |
1,314
| – | – | 0.05% | 216 |
|
|
2019
Q1 | $218K | Hold |
1,314
| – | – | 0.05% | 202 |
|
|
2018
Q4 | $219K | Hold |
1,314
| – | – | 0.06% | 205 |
|
|
2018
Q3 | $237K | Sell |
1,314
-86
| -6% | -$14.8K | 0.06% | 212 |
|
|
2018
Q2 | $224K | Hold |
1,400
| – | – | 0.07% | 224 |
|
|
2018
Q1 | $215K | Sell |
1,400
-100
| -7% | -$16K | 0.08% | 158 |
|
|
2017
Q4 | $231K | Buy |
+1,500
| New | +$230K | 0.09% | 136 |
|
Other funds holding VHT
LFP
Perigon Wealth Management's VHT Position: Q3 2026 in Review
Perigon Wealth Management reduced its Vanguard Health Care ETF (VHT) stake by 2% in Q3 2026, selling an estimated $30.7K and leaving 4,921 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #467.
Perigon Wealth Management first reported a position in VHT in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.63M in Q4 2023. 325 funds tracked by Wall St. Rank hold VHT as of Q3 2026.
- Perigon Wealth Management held 4,921 shares of Vanguard Health Care ETF worth $1.56M as of Q3 2026.
- Perigon Wealth Management sold 98 Vanguard Health Care ETF shares in Q3 2026, an estimated $30.7K.
- Vanguard Health Care ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #467 holding.
- Perigon Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 34 quarters since.
- Perigon Wealth Management's Vanguard Health Care ETF position peaked at $1.63M in Q4 2023.
- 325 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.
Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.