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

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 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 37,042 shares of VHT stock, worth $9.82 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

37,042

Previous 63,207 41.4%

Holding current value

$9.82 Million

Previous $17.8 Million 47.32%

% of portfolio

0.57%

Previous 1.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$250.81 - $283.3 $6.56 Million - $7.41 Million	-26,165 Reduced 41.4%	37,042 $9.4 Million
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

# of Institutions

1,142

Shares Held

25M

Call Options Held

37.3K

Put Options Held

11.1K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

Track This Portfolio

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.

Account

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