Kellett Schaffner Wealth Advisors LLC Vanguard Health Care ETF Transaction History
Kellett Schaffner Wealth Advisors LLC
- $113 Million
- Q4 2024
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 922 shares of VHT stock, worth $246,118. This represents 0.21% of its overall portfolio holdings.
Number of Shares
922
Previous 1,102
16.33%
Holding current value
$246,118
Previous $310,000
24.84%
% of portfolio
0.21%
Previous 0.29%
Shares
11 transactions
Others Institutions Holding VHT
# of Institutions
1,141Shares Held
25MCall Options Held
37.3KPut Options Held
11.1K-
Bank Of America Corp Charlotte, NC1.8MShares$480 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.59MShares$424 Million0.03% of portfolio
-
Ubs Group Ag1.28MShares$341 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1MShares$268 Million5.02% of portfolio
-
Wells Fargo & Company San Francisco, CA954KShares$255 Million0.06% of portfolio