RVW Wealth’s Vanguard Health Care ETF VHT Stock Holding History

RVW Wealth’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	$206K	Sell	651 -99	-13%	-$31K	0.01%	181
2026 Q2	$224K	Sell	750 -155	-17%	-$43.1K	0.01%	172
2026 Q1	$246K	Sell	905 -52	-5%	-$14.9K	0.02%	158
2025 Q4	$275K	Hold	957	–	–	0.02%	148
2025 Q3	$248K	Sell	957 -9	-0.9%	-$2.26K	0.02%	156
2025 Q2	$240K	Buy	966 +9	+0.9%	+$2.22K	0.02%	150
2025 Q1	$253K	Sell	957 -88	-8%	-$23.4K	0.02%	144
2024 Q4	$265K	Hold	1,045	–	–	0.02%	125
2024 Q3	$295K	Hold	1,045	–	–	0.03%	122
2024 Q2	$278K	Hold	1,045	–	–	0.03%	123
2024 Q1	$283K	Buy	1,045 +88	+9%	+$23.1K	0.03%	122
2023 Q4	$240K	Hold	957	–	–	0.03%	126
2023 Q3	$225K	Hold	957	–	–	0.03%	129
2023 Q2	$234K	Hold	957	–	–	0.03%	141
2023 Q1	$228K	Sell	957 -271	-22%	-$65.2K	0.03%	139
2022 Q4	$305K	Buy	+1,228	New	+$298K	0.04%	122

Other funds holding VHT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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 24.08% 1-Year Est. Return

RVW Wealth's VHT Position: Q3 2026 in Review

RVW Wealth reduced its Vanguard Health Care ETF (VHT) stake by 13% in Q3 2026, selling an estimated $31K and leaving 651 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #181.

RVW Wealth first reported a position in VHT in Q4 2022 and has held it in 16 quarters since. The position peaked at $305K in Q4 2022. 706 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

RVW Wealth held 651 shares of Vanguard Health Care ETF worth $206K as of Q3 2026.
RVW Wealth sold 99 Vanguard Health Care ETF shares in Q3 2026, an estimated $31K.
Vanguard Health Care ETF made up 0.01% of RVW Wealth's portfolio in Q3 2026, its #181 holding.
RVW Wealth first reported a position in Vanguard Health Care ETF in Q4 2022 and has held it in 16 quarters since.
RVW Wealth's Vanguard Health Care ETF position peaked at $305K in Q4 2022.
706 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.