Roger Wittlin Investment Advisory’s Vanguard Health Care ETF VHT Stock Holding History

Roger Wittlin Investment Advisory’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 Q2	–	Sell	-803	Closed	-$213K	–	47
2025 Q1	$213K	Sell	803 -89	-10%	-$23.7K	0.12%	41
2024 Q4	$226K	Buy	892 +6	+0.7%	+$1.62K	0.13%	40
2024 Q3	$250K	Buy	886 +4	+0.5%	+$1.11K	0.14%	45
2024 Q2	$235K	Hold	882	–	–	0.15%	46
2024 Q1	$239K	Buy	882 +3	+0.3%	+$788	0.17%	39
2023 Q4	$221K	Buy	879 +6	+0.7%	+$1.42K	0.16%	39
2023 Q3	$205K	Sell	873 -1,198	-58%	-$292K	0.17%	38
2023 Q2	$507K	Hold	2,071	–	–	0.41%	32
2023 Q1	$494K	Buy	2,071 +53	+3%	+$12.8K	0.44%	31
2022 Q4	$501K	Buy	+2,018	New	+$489K	0.5%	30
2022 Q3	–	Sell	-2,003	Closed	-$471K	–	30
2022 Q2	$471K	Buy	2,003 +7	+0.4%	+$1.69K	0.46%	26
2022 Q1	$507K	Buy	+1,996	New	+$493K	0.47%	19

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

PCH

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Roger Wittlin Investment Advisory's VHT Position: Q2 2025 in Review

Roger Wittlin Investment Advisory sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 803 shares — an estimated $213K sold.

Roger Wittlin Investment Advisory first reported a position in VHT in Q1 2022 and held it in 12 quarters. The position peaked at $507K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Roger Wittlin Investment Advisory reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
Roger Wittlin Investment Advisory sold 803 Vanguard Health Care ETF shares in Q2 2025, an estimated $213K.
Roger Wittlin Investment Advisory first reported a position in Vanguard Health Care ETF in Q1 2022 and held it in 12 quarters.
Roger Wittlin Investment Advisory's Vanguard Health Care ETF position peaked at $507K in Q1 2022.
1,016 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2025, filed 15 Jul 2025.