WMR
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Wealth Management Resources’s Vanguard Health Care ETF VHT Stock Holding History

Wealth Management Resources’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 		$754K Buy
2,768
+10
+0.4% +$2.86K 0.26% 24
2025
Q4 		$794K Sell
2,758
-96
-3% -$26.8K 0.28% 23
2025
Q3 		$741K Sell
2,854
-231
-7% -$58K 0.24% 26
2025
Q2 		$766K Sell
3,085
-1,185
-28% -$293K 0.26% 26
2025
Q1 		$1.13M Sell
4,270
-162
-4% -$43.2K 0.41% 25
2024
Q4 		$1.12M Sell
4,432
-18,923
-81% -$5.1M 0.42% 25
2024
Q3 		$6.59M Sell
23,355
-217
-0.9% -$60.3K 2.64% 15
2024
Q2 		$6.27M Sell
23,572
-766
-3% -$201K 2.69% 15
2024
Q1 		$6.58M Sell
24,338
-171
-0.7% -$44.9K 2.85% 15
2023
Q4 		$6.14M Buy
+24,509
New +$5.8M 2.89% 15

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return