Ever Source Wealth Advisors, LLC Vanguard Health Care ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 73,721 shares of VHT stock, worth $19.6 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

73,721

Previous 73,927 0.28%

Holding current value

$19.6 Million

Previous $20 Million 0.28%

% of portfolio

1.6%

Previous 1.78%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	SELL	$253.63 - $270.54 $52,247 - $55,731	-206 Reduced 0.28%	73,721 $19.9 Million
Q4 2023 Feb 09, 2024	BUY	$223.1 - $251.09 $313,232 - $352,530	1,404 Added 1.94%	73,927 $18.5 Million
Q3 2023 Nov 03, 2023	BUY	$235.1 - $250.77 $1.34 Million - $1.43 Million	5,686 Added 8.51%	72,523 $17.1 Million
Q2 2023 Aug 04, 2023	BUY	$234.11 - $249.3 $2.17 Million - $2.31 Million	9,279 Added 16.12%	66,837 $16.4 Million
Q1 2023 May 11, 2023	BUY	$228.23 - $249.0 $1.57 Million - $1.72 Million	6,895 Added 13.61%	57,558 $13.7 Million

Q4 2022 Feb 09, 2023	BUY	$237.29 - $255.96 $12 Million - $13 Million	50,611 Added 97328.85%	50,663 $12.6 Million
Q2 2022 Aug 01, 2022	SELL	N/A	-11 Reduced 17.46%	52 $12,000
Q1 2022 May 25, 2022	SELL	N/A	-9 Reduced 12.5%	63 $16,000
Q4 2021 Feb 07, 2022	BUY	N/A	72 New	72 $19,000

Others Institutions Holding VHT

# of Institutions

1,043

Shares Held

24.2M

Call Options Held

38.4K

Put Options Held

8.02K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

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Ever Source Wealth Advisors, LLC Vanguard Health Care ETF Transaction History