Upper Left Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Upper Left 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 Q3	$332K	Hold	1,050	–	–	0.17%	58
2026 Q2	$314K	Hold	1,050	–	–	0.17%	61
2026 Q1	$286K	Hold	1,050	–	–	0.17%	61
2025 Q4	$302K	Hold	1,050	–	–	0.18%	59
2025 Q3	$273K	Hold	1,050	–	–	0.17%	59
2025 Q2	$261K	Hold	1,050	–	–	0.17%	59
2025 Q1	$278K	Buy	+1,050	New	+$280K	0.2%	55

Other funds holding VHT

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Upper Left Wealth Management's VHT Position: Q3 2026 in Review

Upper Left Wealth Management held its Vanguard Health Care ETF (VHT) position steady in Q3 2026 at 1,050 shares worth $332K. The position accounts for 0.17% of the portfolio, ranked #58.

Upper Left Wealth Management first reported a position in VHT in Q1 2025 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold VHT as of Q3 2026.

Upper Left Wealth Management held 1,050 shares of Vanguard Health Care ETF worth $332K as of Q3 2026.
Upper Left Wealth Management left its Vanguard Health Care ETF share count unchanged in Q3 2026.
Vanguard Health Care ETF made up 0.17% of Upper Left Wealth Management's portfolio in Q3 2026, its #58 holding.
Upper Left Wealth Management first reported a position in Vanguard Health Care ETF in Q1 2025 and has held it in 7 quarters since.
245 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.