Heritage Wealth Advisors Vanguard Health Care ETF Transaction History

Heritage Wealth Advisors

$2.16 Billion
Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,262 shares of VHT stock, worth $353,410. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,262

Previous 3,687 65.77%

Holding current value

$353,410

Previous $997,000 66.4%

% of portfolio

0.02%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$252.83 - $269.37 $613,112 - $653,222	-2,425 Reduced 65.77%	1,262 $335,000
Q1 2024 May 08, 2024	BUY	$253.63 - $270.54 $615,052 - $656,059	2,425 Added 192.16%	3,687 $997,000
Q4 2023 Feb 09, 2024	SELL	$223.1 - $251.09 $12,047 - $13,558	-54 Reduced 4.1%	1,262 $316,000
Q3 2022 Nov 10, 2022	SELL	$223.7 - $250.44 $23,935 - $26,797	-107 Reduced 7.52%	1,316 $294,000
Q2 2021 Aug 09, 2021	BUY	$227.95 - $247.57 $125,372 - $136,163	550 Added 63.0%	1,423 $0
Q2 2021 Jul 27, 2021	SELL	$227.95 - $247.57 $125,372 - $136,163	-550 Reduced 38.65%	873 $195,000
Q1 2021 Apr 27, 2021	BUY	$218.21 - $236.79 $120,015 - $130,234	550 Added 63.0%	1,423 $0
Q4 2020 Feb 01, 2021	BUY	$198.15 - $223.73 $40,224 - $45,417	203 Added 30.3%	873 $195,000
Q3 2020 Nov 03, 2020	BUY	$194.1 - $209.76 $194 - $209	1 Added 0.15%	670 $0
Q2 2020 Jul 17, 2020	BUY	$159.59 - $198.15 $33,833 - $42,007	212 Added 46.39%	669 $0
Q2 2020 Jul 17, 2020	SELL	$159.59 - $198.15 $33,513 - $41,611	-210 Reduced 31.48%	457 $128,000
Q1 2020 May 05, 2020	BUY	$139.96 - $197.23 $279 - $394	2 Added 0.3%	667 $0
Q4 2019 Feb 04, 2020	BUY	$163.53 - $193.07 $26,982 - $31,856	165 Added 33.0%	665 $0
Q3 2019 Oct 30, 2019	SELL	$166.25 - $172.8 $50,207 - $52,185	-302 Reduced 37.66%	500 $83,000
Q2 2019 Aug 05, 2019	BUY	N/A	802 New	802 $0

Others Institutions Holding VHT

# of Institutions

1,066

Shares Held

23.9M

Call Options Held

33.1K

Put Options Held

6.1K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

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Heritage Wealth Advisors Vanguard Health Care ETF Transaction History