Strategic Financial Concepts’s Vanguard Health Care ETF VHT Stock Holding History

Strategic Financial Concepts’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 Q3	–	Sell	-983	Closed	-$244K	–	319
2025 Q2	$244K	Buy	983 +1	+0.1%	+$247	0.03%	232
2025 Q1	$260K	Buy	982 +1	+0.1%	+$266	0.05%	263
2024 Q4	$249K	Buy	981 +1	+0.1%	+$269	0.05%	277
2024 Q3	$277K	Buy	980 +979	+97,900%	+$272K	0.09%	189
2024 Q2	$150	Buy	+1	New	+$262	﹤0.01%	733

Other funds holding VHT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Financial Concepts's VHT Position: Q3 2025 in Review

Strategic Financial Concepts sold out of Vanguard Health Care ETF (VHT) in Q3 2025, closing a stake of 983 shares — an estimated $244K sold.

Strategic Financial Concepts first reported a position in VHT in Q2 2024 and held it in 5 quarters. The position peaked at $277K in Q3 2024. 1,014 funds tracked by Wall St. Rank hold VHT as of Q3 2025.

Strategic Financial Concepts reported no remaining Vanguard Health Care ETF position as of Q3 2025 after selling out during the quarter.
Strategic Financial Concepts sold 983 Vanguard Health Care ETF shares in Q3 2025, an estimated $244K.
Strategic Financial Concepts first reported a position in Vanguard Health Care ETF in Q2 2024 and held it in 5 quarters.
Strategic Financial Concepts's Vanguard Health Care ETF position peaked at $277K in Q3 2024.
1,014 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.