Physician Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Physician Wealth Advisors’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 Q3	$245K	Buy	774 +1	+0.1%	+$313	0.03%	192
2026 Q2	$231K	Buy	773 +13	+2%	+$3.61K	0.03%	196
2026 Q1	$207K	Sell	760 -46	-6%	-$13.2K	0.03%	187
2025 Q4	$232K	Sell	806 -31	-4%	-$8.66K	0.03%	181
2025 Q3	$217K	Buy	837 +1	+0.1%	+$251	0.03%	186
2025 Q2	$208K	Buy	836 +1	+0.1%	+$247	0.03%	178
2025 Q1	$221K	Buy	835 +12	+1%	+$3.2K	0.04%	164
2024 Q4	$209K	Buy	823 +31	+4%	+$8.35K	0.04%	175
2024 Q3	$222K	Buy	792 +1	+0.1%	+$278	0.04%	173
2024 Q2	$218K	Hold	791	–	–	0.04%	168
2024 Q1	$201K	Sell	791 -43	-5%	-$11.3K	0.04%	171
2023 Q4	$214K	Buy	+834	New	+$198K	0.05%	154

Other funds holding VHT

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Physician Wealth Advisors's VHT Position: Q3 2026 in Review

Physician Wealth Advisors increased its Vanguard Health Care ETF (VHT) stake by 0.13% in Q3 2026, buying an estimated $313 and bringing the position to 774 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #192.

Physician Wealth Advisors first reported a position in VHT in Q4 2023 and has held it in 12 quarters since. 363 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Physician Wealth Advisors held 774 shares of Vanguard Health Care ETF worth $245K as of Q3 2026.
Physician Wealth Advisors bought 1 Vanguard Health Care ETF share in Q3 2026, an estimated $313.
Vanguard Health Care ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #192 holding.
Physician Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 12 quarters since.
363 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.