Altura Wealth Advisors Inc. VHT holdings history
VANGUARD HEALTH CARE ETF · CUSIP 92204A504 · CIK 1931465
As of 2026-06-30, Altura Wealth Advisors Inc. reported 11.33K VHT (shares), valued at $3.39M, or 1.14% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 10.32%; reported value increased 21.12%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.14% | 11,333 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 1.22% | 10,273 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 1.75% | 14,116 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 1.54% | 12,421 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 1.31% | 9,421 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 2.11% | 12,035 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 1.62% | 8,642 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 1.73% | 9,333 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 1.97% | 7,515 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 1.05% | 3,298 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 0.46% | 1,706 | SEC filing ↗Filed Jan 31, 2024 |
| Q3 2023 | 0.45% | 1,678 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.45% | 1,678 | $394.38K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 0.46% | 1,706 | $427.92K | Shares increased 1.67%; reported value increased 8.50%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 1.05% | 3,298 | $892.30K | Shares increased 93.32%; reported value increased 108.52%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 1.97% | 7,515 | $2.00M | Shares increased 127.87%; reported value increased 124.02%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 1.73% | 9,333 | $2.63M | Shares increased 24.19%; reported value increased 31.76%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 1.62% | 8,642 | $2.19M | Shares decreased 7.40%; reported value decreased 16.76%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 2.11% | 12,035 | $3.19M | Shares increased 39.26%; reported value increased 45.33%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 1.31% | 9,421 | $2.34M | Shares decreased 21.72%; reported value decreased 26.56%, and weight changed -0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 1.54% | 12,421 | $3.22M | Shares increased 31.84%; reported value increased 37.82%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.75% | 14,116 | $4.06M | Shares increased 13.65%; reported value increased 26.01%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 1.22% | 10,273 | $2.80M | Shares decreased 27.22%; reported value decreased 31.15%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 1.14% | 11,333 | $3.39M | Shares increased 10.32%; reported value increased 21.12%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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