Sheets Smith Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Sheets Smith Wealth Management’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 Q2	$2.75M	Buy	9,213 +4,359	+90%	+$1.21M	0.28%	82
2026 Q1	$1.32M	Buy	4,854 +12	+0.2%	+$3.43K	0.15%	147
2025 Q4	$1.39M	Buy	4,842 +15	+0.3%	+$4.19K	0.15%	136
2025 Q3	$1.25M	Sell	4,827 -50	-1%	-$12.5K	0.14%	147
2025 Q2	$1.21M	Sell	4,877 -235	-5%	-$58.1K	0.14%	141
2025 Q1	$1.35M	Sell	5,112 -140	-3%	-$37.3K	0.17%	125
2024 Q4	$1.33M	Hold	5,252	–	–	0.16%	125
2024 Q3	$1.48M	Sell	5,252 -3,048	-37%	-$847K	0.18%	122
2024 Q2	$2.21M	Sell	8,300 -15	-0.2%	-$3.93K	0.26%	92
2024 Q1	$2.25M	Buy	+8,315	New	+$2.18M	0.25%	90

Other funds holding VHT

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return