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Teamwork Financial Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Teamwork Financial Advisors’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
Q1 		– Sell
-825
Closed -$237K – 238
2025
Q4 		$237K Buy
+825
New +$230K 0.02% 183
2024
Q2 		– Sell
-1,050
Closed -$284K – 189
2024
Q1 		$284K Sell
1,050
-698
-40% -$183K 0.04% 150
2023
Q4 		$438K Sell
1,748
-291
-14% -$68.9K 0.08% 106
2023
Q3 		$480K Buy
2,039
+33
+2% +$8.04K 0.08% 132
2023
Q2 		$491K Buy
2,006
+109
+6% +$26.5K 0.08% 128
2023
Q1 		$452K Sell
1,897
-178
-9% -$42.8K 0.08% 130
2022
Q4 		$515K Buy
2,075
+174
+9% +$42.2K 0.1% 122
2022
Q3 		$425K Sell
1,901
-326
-15% -$77.8K 0.09% 130
2022
Q2 		$524K Sell
2,227
-6,573
-75% -$1.58M 0.11% 123
2022
Q1 		$2.24M Buy
8,800
+5,708
+185% +$1.41M 0.42% 54
2021
Q4 		$824K Buy
+3,092
New +$788K 0.15% 135

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Teamwork Financial Advisors's VHT Position: Q1 2026 in Review

Teamwork Financial Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2026, closing a stake of 825 shares — an estimated $237K sold.

Teamwork Financial Advisors first reported a position in VHT in Q4 2021 and held it in 11 quarters. The position peaked at $2.24M in Q1 2022. 1,095 funds tracked by Wall St. Rank hold VHT as of Q1 2026.

  • Teamwork Financial Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 825 Vanguard Health Care ETF shares in Q1 2026, an estimated $237K.
  • Teamwork Financial Advisors first reported a position in Vanguard Health Care ETF in Q4 2021 and held it in 11 quarters.
  • Teamwork Financial Advisors's Vanguard Health Care ETF position peaked at $2.24M in Q1 2022.
  • 1,095 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2026.

Based on Teamwork Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.