A detailed history of Centric Wealth Management transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Centric Wealth Management holds 939 shares of VHT stock, worth $255,248. This represents 0.08% of its overall portfolio holdings.

Number of Shares
939
Previous 864 8.68%
Holding current value
$255,248
Previous $233,000 6.87%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$252.83 - $269.37 $18,962 - $20,202
75 Added 8.68%
939 $249,000
Q1 2024

May 01, 2024

SELL
$253.63 - $270.54 $38,298 - $40,851
-151 Reduced 14.88%
864 $233,000
Q4 2023

Feb 06, 2024

BUY
$223.1 - $251.09 $26,102 - $29,377
117 Added 13.03%
1,015 $254,000
Q2 2023

Aug 14, 2023

SELL
$234.11 - $249.3 $2,341 - $2,493
-10 Reduced 1.1%
898 $219,000
Q4 2022

Jan 04, 2023

SELL
$224.15 - $255.96 $26,225 - $29,947
-117 Reduced 11.41%
908 $0
Q3 2022

Oct 05, 2022

BUY
$223.7 - $250.44 $9,171 - $10,268
41 Added 4.17%
1,025 $229,000
Q2 2022

Jul 06, 2022

BUY
$219.51 - $264.47 $215,997 - $260,238
984 New
984 $232,000

Others Institutions Holding VHT

About VANGUARD HEALTH CARE ETF


  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
Track This Portfolio

Track Centric Wealth Management Portfolio

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

News

Stay updated on Centric Wealth Management with notifications on news.