Evolution Wealth Advisors, LLC Vanguard Health Care ETF Transaction History

Evolution Wealth Advisors, LLC

$582 Million
Q1 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 1,165 shares of VHT stock, worth $293,009. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,165

Previous 1,125 3.56%

Holding current value

$293,009

Previous $285,000 8.07%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$254.06 - $273.83 $10,162 - $10,953	40 Added 3.56%	1,165 $308,000
Q4 2024 Jan 17, 2025	BUY	$250.81 - $283.3 $16,302 - $18,414	65 Added 6.13%	1,125 $285,000
Q1 2024 Apr 19, 2024	SELL	$253.63 - $270.54 $68,480 - $73,045	-270 Reduced 20.3%	1,060 $286,000
Q3 2023 Nov 06, 2023	SELL	$235.1 - $250.77 $23,980 - $25,578	-102 Reduced 7.12%	1,330 $312,000
Q3 2022 Nov 01, 2022	BUY	$223.7 - $250.44 $320,338 - $358,630	1,432 New	1,432 $320,000
Q4 2021 Jan 28, 2022	SELL	$243.71 - $267.51 $84,079 - $92,290	-345 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$247.16 - $265.84 $2,471 - $2,658	10 Added 2.99%	345 $85,000
Q2 2021 Jul 22, 2021	SELL	$227.95 - $247.57 $1,139 - $1,237	-5 Reduced 1.47%	335 $83,000
Q4 2020 Feb 02, 2021	SELL	$198.15 - $223.73 $2,972 - $3,355	-15 Reduced 4.23%	340 $76,000
Q2 2020 Jul 27, 2020	SELL	$159.59 - $198.15 $179,538 - $222,918	-1,125 Reduced 76.01%	355 $68,000
Q1 2020 Apr 22, 2020	SELL	$139.96 - $197.23 $527,649 - $743,557	-3,770 Reduced 71.81%	1,480 $246,000
Q4 2019 Feb 03, 2020	BUY	$163.53 - $193.07 $28,617 - $33,787	175 Added 3.45%	5,250 $1.01 Million
Q1 2019 May 09, 2019	SELL	N/A	-30 Reduced 0.59%	5,075 $875,000
Q4 2018 Jan 29, 2019	BUY	N/A	5,105 New	5,105 $820,000

Others Institutions Holding VHT

# of Institutions

1,165

Shares Held

23.1M

Call Options Held

30.3K

Put Options Held

16.5K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

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Evolution Wealth Advisors, LLC Vanguard Health Care ETF Transaction History