Stableford Capital II’s Vanguard Health Care ETF VHT Stock Holding History

Stableford Capital II’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	$369K	Sell	1,233 -551	-31%	-$153K	0.13%	134
2026 Q1	$486K	Sell	1,784 -3	-0.2%	-$858	0.18%	125
2025 Q4	$514K	Sell	1,787 -34	-2%	-$9.5K	0.19%	123
2025 Q3	$473K	Buy	1,821 +100	+6%	+$25.1K	0.17%	123
2025 Q2	$433K	Sell	1,721 -10	-0.6%	-$2.47K	0.16%	112
2025 Q1	$426K	Buy	1,731 +172	+11%	+$45.8K	0.18%	98
2024 Q4	$396K	Sell	1,559 -18	-1%	-$4.85K	0.16%	113
2024 Q3	$444K	Hold	1,577	–	–	0.18%	116
2024 Q2	$436K	Sell	1,577 -13	-0.8%	-$3.41K	0.17%	118
2024 Q1	$430K	Sell	1,590 -87	-5%	-$22.9K	0.17%	113
2023 Q4	$432K	Sell	1,677 -7	-0.4%	-$1.66K	0.19%	106
2023 Q3	$382K	Hold	1,684	–	–	0.18%	90
2023 Q2	$416K	Buy	+1,684	New	+$410K	0.18%	93
2023 Q1	–	Sell	-1,549	Closed	-$378K	–	164
2022 Q4	$378K	Hold	1,549	–	–	0.2%	91
2022 Q3	$359K	Buy	1,549 +36	+2%	+$8.59K	0.17%	97
2022 Q2	$370K	Sell	1,513 -11	-0.7%	-$2.65K	0.17%	102
2022 Q1	$402K	Buy	1,524 +37	+2%	+$9.14K	0.17%	102
2021 Q4	$359K	Buy	+1,487	New	+$379K	0.15%	103
2020 Q1	–	Sell	-2,731	Closed	-$524K	–	109
2019 Q4	$524K	Sell	2,731 -152	-5%	-$27.3K	0.48%	50
2019 Q3	$483K	Sell	2,883 -137	-5%	-$23.4K	0.45%	46
2019 Q2	$525K	Sell	3,020 -206	-6%	-$34.8K	0.51%	40
2019 Q1	$556K	Buy	3,226 +655	+25%	+$111K	0.46%	51
2018 Q4	$413K	Sell	2,571 -184	-7%	-$31.2K	0.44%	57
2018 Q3	$497K	Sell	2,755 -32	-1%	-$5.5K	0.33%	64
2018 Q2	$444K	Sell	2,787 -62	-2%	-$9.76K	0.29%	64
2018 Q1	$437K	Sell	2,849 -153	-5%	-$24.4K	0.31%	65
2017 Q4	$463K	Buy	+3,002	New	+$461K	0.31%	64

Other funds holding VHT

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

AAG

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

CMA

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LFP

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

MAM

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stableford Capital II's VHT Position: Q2 2026 in Review

Stableford Capital II reduced its Vanguard Health Care ETF (VHT) stake by 31% in Q2 2026, selling an estimated $153K and leaving 1,233 shares worth $369K. The position accounts for 0.13% of the portfolio, ranked #134.

Stableford Capital II first reported a position in VHT in Q4 2017 and has held it in 27 quarters since. The position peaked at $556K in Q1 2019. 245 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

Stableford Capital II held 1,233 shares of Vanguard Health Care ETF worth $369K as of Q2 2026.
Stableford Capital II sold 551 Vanguard Health Care ETF shares in Q2 2026, an estimated $153K.
Vanguard Health Care ETF made up 0.13% of Stableford Capital II's portfolio in Q2 2026, its #134 holding.
Stableford Capital II first reported a position in Vanguard Health Care ETF in Q4 2017 and has held it in 27 quarters since.
Stableford Capital II's Vanguard Health Care ETF position peaked at $556K in Q1 2019.
245 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.