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 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Physician Wealth Advisors's VHT Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Vanguard Health Care ETF (VHT) stake by 5.7% in Q1 2026, selling an estimated $13.2K and leaving 760 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #187.

Physician Wealth Advisors first reported a position in VHT in Q4 2023 and has held it in 10 quarters since. The position peaked at $232K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Physician Wealth Advisors held 760 shares of Vanguard Health Care ETF worth $207K as of Q1 2026.
Physician Wealth Advisors sold 46 Vanguard Health Care ETF shares in Q1 2026, an estimated $13.2K.
Vanguard Health Care ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q1 2026, its #187 holding.
Physician Wealth Advisors first reported a position in Vanguard Health Care ETF in Q4 2023 and has held it in 10 quarters since.
Physician Wealth Advisors's Vanguard Health Care ETF position peaked at $232K in Q4 2025.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.