Birchcreek Wealth Management, LLC Vanguard Health Care ETF Transaction History

Birchcreek Wealth Management, LLC

  • $159 Million
  • Q4 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 1,537 shares of VHT stock, worth $417,372. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,537
Previous 912 68.53%
Holding current value
$417,372
Previous $257,000 51.36%
% of portfolio
0.25%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$250.81 - $283.3 $156,756 - $177,062
625 Added 68.53%
1,537 $389,000
Q3 2024

Nov 06, 2024
SELL
$261.88 - $288.1 $227,049 - $249,782
-867 Reduced 48.74%
912 $257,000
Q2 2024

Aug 02, 2024
SELL
$252.83 - $269.37 $27,052 - $28,822
-107 Reduced 5.67%
1,779 $473,000
Q1 2024

Apr 29, 2024
BUY
$253.63 - $270.54 $48,189 - $51,402
190 Added 11.2%
1,886 $510,000
Q3 2023

Oct 23, 2023
SELL
$235.1 - $250.77 $11,519 - $12,287
-49 Reduced 2.81%
1,696 $398,000
Q2 2023

Jul 20, 2023
BUY
$234.11 - $249.3 $45,885 - $48,862
196 Added 12.65%
1,745 $427,000
Q1 2023

May 01, 2023
BUY
$228.23 - $249.0 $118,907 - $129,729
521 Added 50.68%
1,549 $369,000
Q3 2022

Nov 14, 2022
SELL
$223.7 - $250.44 $3,355 - $3,756
-15 Reduced 1.44%
1,028 $230,000
Q2 2021

Aug 16, 2021
BUY
$227.95 - $247.57 $23,706 - $25,747
104 Added 11.08%
1,043 $258,000
Q1 2021

May 17, 2021
SELL
$218.21 - $236.79 $4,364 - $4,735
-20 Reduced 2.09%
939 $215,000
Q4 2020

Jan 28, 2021
BUY
$198.15 - $223.73 $190,025 - $214,557
959 New
959 $214,000

Others Institutions Holding VHT

# of Institutions
1,140
Shares Held
25.2M
Call Options Held
37.3K
Put Options Held
11.1K
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 Birchcreek Wealth Management, LLC Portfolio

Follow Birchcreek 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 Birchcreek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birchcreek Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email