Beta Wealth Group, Inc. Vanguard Health Care ETF Transaction History
Beta Wealth Group, Inc.
- $195 Million
- Q2 2024
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 23,853 shares of VHT stock, worth $6.69 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
23,853
Previous 23,721
0.56%
Holding current value
$6.69 Million
Previous $6.42 Million
1.14%
% of portfolio
3.26%
Previous 3.39%
Shares
9 transactions
Others Institutions Holding VHT
# of Institutions
1,066Shares Held
23.9MCall Options Held
33.1KPut Options Held
6.1K-
Morgan Stanley New York, NY1.68MShares$471 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$443 Million0.04% of portfolio
-
Ubs Group Ag1.32MShares$370 Million0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.05MShares$295 Million6.33% of portfolio
-
Wells Fargo & Company San Francisco, CA904KShares$253 Million0.06% of portfolio