Taylor & Morgan Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Taylor & Morgan 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
2025 Q2	–	Sell	-803	Closed	-$213K	–	73
2025 Q1	$213K	Sell	803 -134	-14%	-$35.7K	0.16%	62
2024 Q4	$238K	Buy	937 +2	+0.2%	+$539	0.17%	60
2024 Q3	$264K	Buy	935 +136	+17%	+$37.8K	0.18%	58
2024 Q2	$213K	Hold	799	–	–	0.15%	62
2024 Q1	$216K	Buy	+799	New	+$210K	0.16%	62
2023 Q4	–	Sell	-877	Closed	-$206K	–	65
2023 Q3	$206K	Buy	877 +1	+0.1%	+$244	0.19%	54
2023 Q2	$215K	Sell	876 -97	-10%	-$23.6K	0.18%	56
2023 Q1	$232K	Hold	973	–	–	0.2%	57
2022 Q4	$241K	Sell	973 -79	-8%	-$19.2K	0.23%	56
2022 Q3	$235K	Sell	1,052 -105	-9%	-$25.1K	0.23%	56
2022 Q2	$272K	Sell	1,157 -40	-3%	-$9.64K	0.26%	54
2022 Q1	$305K	Buy	1,197 +4	+0.3%	+$988	0.25%	52
2021 Q4	$318K	Buy	+1,193	New	+$304K	0.26%	52

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 $7.77B AUM 9.43% 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

Taylor & Morgan Wealth Management's VHT Position: Q2 2025 in Review

Taylor & Morgan Wealth Management sold out of Vanguard Health Care ETF (VHT) in Q2 2025, closing a stake of 803 shares — an estimated $213K sold.

Taylor & Morgan Wealth Management first reported a position in VHT in Q4 2021 and held it in 13 quarters. The position peaked at $318K in Q4 2021. 1,016 funds tracked by Wall St. Rank hold VHT as of Q2 2025.

Taylor & Morgan Wealth Management reported no remaining Vanguard Health Care ETF position as of Q2 2025 after selling out during the quarter.
Taylor & Morgan Wealth Management sold 803 Vanguard Health Care ETF shares in Q2 2025, an estimated $213K.
Taylor & Morgan Wealth Management first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 13 quarters.
Taylor & Morgan Wealth Management's Vanguard Health Care ETF position peaked at $318K in Q4 2021.
1,016 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2025.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2025, filed 7 Jul 2025.