Wealthspire Advisors (New York)’s Vanguard Health Care ETF VHT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Sell	4,246 -25	-0.6%	-$7.15K	0.01%	380
2025 Q4	$1.23M	Buy	4,271 +89	+2%	+$24.9K	0.01%	387
2025 Q3	$1.09M	Sell	4,182 -77	-2%	-$19.3K	0.01%	374
2025 Q2	$1.06M	Buy	4,259 +13	+0.3%	+$3.21K	0.01%	376
2025 Q1	$1.12M	Buy	4,246 +27	+0.6%	+$7.19K	0.01%	358
2024 Q4	$1.07M	Buy	4,219 +195	+5%	+$52.5K	0.01%	360
2024 Q3	$1.14M	Sell	4,024 -79	-2%	-$21.9K	0.01%	350
2024 Q2	$1.09M	Buy	4,103 +95	+2%	+$24.9K	0.01%	302
2024 Q1	$1.08M	Buy	4,008 +42	+1%	+$11K	0.01%	305
2023 Q4	$994K	Sell	3,966 -253	-6%	-$59.9K	0.01%	310
2023 Q3	$992K	Buy	4,219 +128	+3%	+$31.2K	0.02%	280
2023 Q2	$1M	Hold	4,091	–	–	0.02%	252
2023 Q1	$976K	Sell	4,091 -51	-1%	-$12.3K	0.02%	245
2022 Q4	$1.03M	Sell	4,142 -99	-2%	-$24K	0.02%	259
2022 Q3	$949K	Buy	4,241 +1,276	+43%	+$305K	0.02%	233
2022 Q2	$698K	Buy	2,965 +172	+6%	+$41.5K	0.01%	267
2022 Q1	$710K	Sell	2,793 -415	-13%	-$103K	0.02%	225
2021 Q4	$855K	Buy	3,208 +255	+9%	+$65K	0.02%	248
2021 Q3	$730K	Buy	2,953 +144	+5%	+$36.9K	0.02%	295
2021 Q2	$694K	Sell	2,809 -352	-11%	-$84.1K	0.02%	195
2021 Q1	$723K	Buy	3,161 +782	+33%	+$179K	0.02%	317
2020 Q4	$532K	Buy	+2,379	New	+$509K	0.02%	294
2020 Q2	–	Sell	-3,095	Closed	-$514K	–	521
2020 Q1	$514K	Buy	+3,095	New	+$565K	0.02%	287
2019 Q1	–	Sell	-141	Closed	-$23K	–	766
2018 Q4	$23K	Buy	+141	New	+$23.9K	﹤0.01%	316