Beta Wealth Group, Inc. Vanguard Health Care ETF Transaction History

Beta Wealth Group, Inc.

  • $199 Million
  • Q1 2025

A detailed history of Beta Wealth Group, Inc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 816 shares of VHT stock, worth $198,900. This represents 0.11% of its overall portfolio holdings.

Number of Shares
816
Previous 19,480 95.81%
Holding current value
$198,900
Previous $4.94 Million 95.63%
% of portfolio
0.11%
Previous 2.4%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$254.06 - $273.83 $4.74 Million - $5.11 Million
-18,664 Reduced 95.81%
816 $216,000
Q4 2024

Jan 31, 2025
BUY
$250.81 - $283.3 $96,812 - $109,353
386 Added 2.02%
19,480 $4.94 Million
Q3 2024

Nov 01, 2024
SELL
$261.88 - $288.1 $1.25 Million - $1.37 Million
-4,759 Reduced 19.95%
19,094 $5.39 Million
Q2 2024

Aug 12, 2024
BUY
$252.83 - $269.37 $33,373 - $35,556
132 Added 0.56%
23,853 $6.34 Million
Q1 2024

May 14, 2024
BUY
$253.63 - $270.54 $3.7 Million - $3.95 Million
14,604 Added 160.18%
23,721 $6.42 Million
Q4 2023

Feb 09, 2024
SELL
$223.1 - $251.09 $267,050 - $300,554
-1,197 Reduced 11.61%
9,117 $2.29 Million
Q3 2023

Nov 13, 2023
SELL
$235.1 - $250.77 $84,400 - $90,026
-359 Reduced 3.36%
10,314 $2.42 Million
Q2 2023

Aug 11, 2023
SELL
$234.11 - $249.3 $114,479 - $121,907
-489 Reduced 4.38%
10,673 $2.61 Million
Q1 2023

May 09, 2023
SELL
$228.23 - $249.0 $2.09 Million - $2.28 Million
-9,140 Reduced 45.02%
11,162 $2.66 Million
Q4 2022

Feb 10, 2023
SELL
$224.15 - $255.96 $106,919 - $122,092
-477 Reduced 2.3%
20,302 $5.04 Million
Q3 2022

Nov 01, 2022
BUY
$223.7 - $250.44 $367,091 - $410,972
1,641 Added 8.57%
20,779 $4.65 Million
Q2 2022

Aug 05, 2022
BUY
$219.51 - $264.47 $4.2 Million - $5.06 Million
19,138 New
19,138 $4.51 Million

Others Institutions Holding VHT

# of Institutions
1,169
Shares Held
22.8M
Call Options Held
30.3K
Put Options Held
16.5K
View Full List

About VANGUARD HEALTH CARE ETF

VHT Quotes by TradingView
  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
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