Big Sur Wealth Management LLC Vanguard Health Care ETF Transaction History

Big Sur Wealth Management LLC

  • $341 Million
  • Q4 2024

A detailed history of Big Sur Wealth Management LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 3,700 shares of VHT stock, worth $1 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,700
Previous 3,700 -0.0%
Holding current value
$1 Million
Previous $1.04 Million 10.15%
% of portfolio
0.28%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022
SELL
$223.7 - $250.44 $107,376 - $120,211
-480 Reduced 11.48%
3,700 $831,000
Q3 2020

Oct 30, 2020
SELL
$194.1 - $209.76 $44,643 - $48,244
-230 Reduced 5.22%
4,180 $853,000
Q1 2020

May 05, 2020
BUY
$139.96 - $197.23 $337,303 - $475,324
2,410 Added 120.5%
4,410 $732,000
Q1 2019

Apr 05, 2019
BUY
N/A
2,000 New
2,000 $345,000

Others Institutions Holding VHT

# of Institutions
1,119
Shares Held
24.8M
Call Options Held
32.3K
Put Options Held
7.46K
View Full List

About VANGUARD HEALTH CARE ETF

VHT Quotes by TradingView
  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
Track This Portfolio

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email