Collaborative Wealth Managment Inc. Vanguard Health Care ETF Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 2,036 shares of VHT stock, worth $521,989. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,036
Previous 2,074 1.83%
Holding current value
$521,989
Previous $551,000 4.17%
% of portfolio
0.27%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$261.88 - $288.1 $9,951 - $10,947
-38 Reduced 1.83%
2,036 $574,000
Q2 2024

Aug 09, 2024
SELL
$252.83 - $269.37 $25,283 - $26,937
-100 Reduced 4.6%
2,074 $551,000
Q1 2024

May 10, 2024
SELL
$253.63 - $270.54 $21,558 - $22,995
-85 Reduced 3.76%
2,174 $588,000
Q4 2023

Feb 07, 2024
SELL
$223.1 - $251.09 $39,042 - $43,940
-175 Reduced 7.19%
2,259 $566,000
Q3 2023

Nov 09, 2023
SELL
$235.1 - $250.77 $63,241 - $67,457
-269 Reduced 9.95%
2,434 $572,000
Q2 2023

Aug 07, 2023
SELL
$234.11 - $249.3 $21,069 - $22,437
-90 Reduced 3.22%
2,703 $661,000
Q1 2023

May 08, 2023
SELL
$228.23 - $249.0 $72,805 - $79,431
-319 Reduced 10.25%
2,793 $666,000
Q4 2022

Feb 10, 2023
SELL
$224.15 - $255.96 $81,814 - $93,425
-365 Reduced 10.5%
3,112 $771,000
Q2 2022

Aug 15, 2022
BUY
$219.51 - $264.47 $17,341 - $20,893
79 Added 2.32%
3,477 $819,000
Q4 2021

Feb 11, 2022
SELL
$243.71 - $267.51 $19,253 - $21,133
-79 Reduced 2.27%
3,398 $905,000
Q1 2021

May 12, 2022
BUY
$218.21 - $236.79 $758,716 - $823,318
3,477 New
3,477 $884,000

Others Institutions Holding VHT

# of Institutions
1,111
Shares Held
24.1M
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
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