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 63,207 shares of VHT stock, worth $16.3 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
63,207
Previous 65,240 3.12%
Holding current value
$16.3 Million
Previous $17.4 Million 2.79%
% of portfolio
1.21%
Previous 1.16%

Shares

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

Nov 08, 2024

SELL
$261.88 - $288.1 $532,402 - $585,707
-2,033 Reduced 3.12%
63,207 $17.8 Million
Q2 2024

Aug 13, 2024

SELL
$252.83 - $269.37 $2.14 Million - $2.28 Million
-8,481 Reduced 11.5%
65,240 $17.4 Million
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
$224.15 - $255.96 $11.3 Million - $13 Million
50,611 Added 97328.85%
50,663 $12.6 Million
Q2 2022

Aug 01, 2022

SELL
$219.51 - $264.47 $2,414 - $2,909
-11 Reduced 17.46%
52 $12,000
Q1 2022

May 25, 2022

SELL
$235.27 - $264.71 $2,117 - $2,382
-9 Reduced 12.5%
63 $16,000
Q4 2021

Feb 07, 2022

BUY
$243.71 - $267.51 $17,547 - $19,260
72 New
72 $19,000

Others Institutions Holding VHT

About VANGUARD HEALTH CARE ETF


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

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.