Riverpoint Wealth Management Holdings’s Vanguard Health Care ETF VHT Stock Holding History

Riverpoint Wealth Management Holdings’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	–	Sell	-731	Closed	-$210K	–	63
2025 Q4	$210K	Buy	+731	New	+$204K	0.05%	59
2025 Q3	–	Sell	-989	Closed	-$246K	–	59
2025 Q2	$246K	Buy	989 +4	+0.4%	+$989	0.06%	51
2025 Q1	$261K	Buy	985 +2	+0.2%	+$533	0.07%	52
2024 Q4	$249K	Buy	983 +6	+0.6%	+$1.62K	0.07%	50
2024 Q3	$276K	Buy	977 +3	+0.3%	+$833	0.07%	48
2024 Q2	$259K	Hold	974	–	–	0.07%	48
2024 Q1	$264K	Buy	974 +2	+0.2%	+$525	0.07%	45
2023 Q4	$244K	Buy	972 +5	+0.5%	+$1.18K	0.07%	47
2023 Q3	$227K	Buy	967 +3	+0.3%	+$731	0.08%	47
2023 Q2	$236K	Hold	964	–	–	0.07%	47
2023 Q1	$230K	Buy	964 +2	+0.2%	+$481	0.08%	46
2022 Q4	$239K	Buy	962 +6	+0.6%	+$1.46K	0.09%	43
2022 Q3	$214K	Hold	956	–	–	0.09%	43
2022 Q2	$225K	Buy	956 +2	+0.2%	+$482	0.09%	43
2022 Q1	$243K	Buy	954 +2	+0.2%	+$494	0.08%	45
2021 Q4	$254K	Buy	952 +5	+0.5%	+$1.27K	0.09%	43
2021 Q3	$234K	Hold	947	–	–	0.08%	58
2021 Q2	$234K	Buy	947 +2	+0.2%	+$478	0.06%	78
2021 Q1	$216K	Buy	945 +2	+0.2%	+$459	0.07%	78
2020 Q4	$211K	Buy	+943	New	+$202K	0.07%	79

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

Riverpoint Wealth Management Holdings's VHT Position: Q1 2026 in Review

Riverpoint Wealth Management Holdings sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 731 shares — an estimated $210K sold.

Riverpoint Wealth Management Holdings first reported a position in VHT in Q4 2020 and held it in 20 quarters. The position peaked at $276K in Q3 2024. 1,085 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

Riverpoint Wealth Management Holdings reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 731 Vanguard Health Care ETF shares in Q1 2026, an estimated $210K.
Riverpoint Wealth Management Holdings first reported a position in Vanguard Health Care ETF in Q4 2020 and held it in 20 quarters.
Riverpoint Wealth Management Holdings's Vanguard Health Care ETF position peaked at $276K in Q3 2024.
1,085 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2026, filed 4 May 2026.