Financial Advocates Investment Management Vanguard Health Care ETF Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 4,630 shares of VHT stock, worth $1.19 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,630

Previous 4,224 9.61%

Holding current value

$1.19 Million

Previous $1.12 Million 16.3%

% of portfolio

0.07%

Previous 0.07%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$261.88 - $288.1 $106,323 - $116,968	406 Added 9.61%	4,630 $1.31 Million
Q2 2024 Jul 26, 2024	SELL	$252.83 - $269.37 $75,849 - $80,811	-300 Reduced 6.63%	4,224 $1.12 Million
Q1 2024 May 01, 2024	SELL	$253.63 - $270.54 $13,696 - $14,609	-54 Reduced 1.18%	4,524 $1.22 Million
Q4 2023 Feb 08, 2024	SELL	$223.1 - $251.09 $176,918 - $199,114	-793 Reduced 14.76%	4,578 $1.15 Million
Q3 2023 Oct 27, 2023	BUY	$235.1 - $250.77 $6,582 - $7,021	28 Added 0.52%	5,371 $1.26 Million
Q2 2023 Aug 07, 2023	SELL	$234.11 - $249.3 $247,688 - $263,759	-1,058 Reduced 16.53%	5,343 $1.31 Million
Q1 2023 May 11, 2023	BUY	$228.23 - $249.0 $116,853 - $127,488	512 Added 8.69%	6,401 $1.53 Million
Q4 2022 Feb 14, 2023	BUY	$224.15 - $255.96 $257,996 - $294,609	1,151 Added 24.29%	5,889 $1.46 Million
Q3 2022 Nov 14, 2022	SELL	$223.7 - $250.44 $835,072 - $934,892	-3,733 Reduced 44.07%	4,738 $874,000
Q2 2022 Aug 12, 2022	BUY	$219.51 - $264.47 $354,069 - $426,590	1,613 Added 23.52%	8,471 $2 Million
Q1 2022 May 11, 2022	SELL	$235.27 - $264.71 $4.53 Million - $5.1 Million	-19,264 Reduced 73.75%	6,858 $1.75 Million
Q4 2021 Feb 14, 2022	BUY	$243.71 - $267.51 $5.04 Million - $5.53 Million	20,685 Added 380.45%	26,122 $3.32 Million
Q3 2021 Nov 04, 2021	SELL	$247.16 - $265.84 $2.26 Million - $2.43 Million	-9,129 Reduced 62.67%	5,437 $1.34 Million
Q2 2021 Aug 03, 2021	BUY	$227.95 - $247.57 $2.03 Million - $2.21 Million	8,924 Added 158.17%	14,566 $1.46 Million
Q1 2021 May 10, 2021	BUY	$218.21 - $236.79 $56,734 - $61,565	260 Added 4.83%	5,642 $1.29 Million
Q4 2020 Feb 12, 2021	BUY	$198.15 - $223.73 $197,951 - $223,506	999 Added 22.79%	5,382 $1.21 Million
Q3 2020 Nov 04, 2020	SELL	$194.1 - $209.76 $20,962 - $22,654	-108 Reduced 2.4%	4,383 $894,000
Q2 2020 Aug 14, 2020	SELL	$159.59 - $198.15 $40,535 - $50,330	-254 Reduced 5.35%	4,491 $865,000
Q1 2020 Apr 29, 2020	BUY	$139.96 - $197.23 $27,432 - $38,657	196 Added 4.31%	4,745 $788,000
Q4 2019 Feb 13, 2020	BUY	$163.53 - $193.07 $121,502 - $143,451	743 Added 19.52%	4,549 $872,000
Q3 2019 Nov 13, 2019	SELL	$166.25 - $172.8 $111,720 - $116,121	-672 Reduced 15.01%	3,806 $638,000
Q2 2019 Aug 08, 2019	BUY	N/A	196 Added 4.58%	4,478 $779,000
Q1 2019 May 16, 2019	BUY	N/A	609 Added 16.58%	4,282 $738,000
Q4 2018 Feb 14, 2019	BUY	N/A	6 Added 0.16%	3,673 $0
Q3 2018 Nov 14, 2018	BUY	N/A	35 Added 0.96%	3,667 $0
Q2 2018 Aug 09, 2018	BUY	N/A	121 Added 3.45%	3,632 $580,000
Q1 2018 May 11, 2018	SELL	N/A	-577 Reduced 14.11%	3,511 $539,000
Q4 2017 Feb 15, 2018	BUY	N/A	4,088	4,088 $631,000

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

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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account

Financial Advocates Investment Management Vanguard Health Care ETF Transaction History