Modern Wealth Management, LLC Vanguard Health Care ETF Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,709 shares of VHT stock, worth $660,318. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,709
Previous 2,387 13.49%
Holding current value
$660,318
Previous $642 Million 11.7%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$254.06 - $273.83 $81,807 - $88,173
322 Added 13.49%
2,709 $717 Million
Q4 2024

May 30, 2025
BUY
$250.81 - $283.3 $46,399 - $52,410
185 Added 6.83%
2,894 $734,000
Q4 2024

May 29, 2025
BUY
$250.81 - $283.3 $46,399 - $52,410
185 Added 6.83%
2,894 $734,000
Q4 2024

Feb 11, 2025
SELL
$250.81 - $283.3 $864,291 - $976,251
-3,446 Reduced 59.08%
2,387 $642 Million
Q3 2024

May 30, 2025
BUY
$261.88 - $288.1 $815,756 - $897,431
3,115 Added 114.99%
5,824 $1.64 Million
Q3 2024

May 29, 2025
BUY
$261.88 - $288.1 $815,756 - $897,431
3,115 Added 114.99%
5,824 $1.64 Million
Q3 2024

Nov 05, 2024
SELL
$261.88 - $288.1 $178,078 - $195,908
-680 Reduced 10.44%
5,833 $1.65 Billion
Q2 2024

May 29, 2025
BUY
$252.83 - $269.37 $959,489 - $1.02 Million
3,795 Added 140.09%
6,504 $1.73 Million
Q2 2024

Aug 07, 2024
BUY
$252.83 - $269.37 $1.38 Million - $1.47 Million
5,468 Added 523.25%
6,513 $1.73 Billion
Q1 2024

May 28, 2025
SELL
$253.63 - $270.54 $424,322 - $452,613
-1,673 Reduced 61.76%
1,036 $280 Million
Q1 2024

May 13, 2024
BUY
$253.63 - $270.54 $265,043 - $282,714
1,045 New
1,045 $274 Million

Others Institutions Holding VHT

# of Institutions
1,171
Shares Held
22.8M
Call Options Held
30.3K
Put Options Held
16.5K
View Full List

About VANGUARD HEALTH CARE ETF

VHT Quotes by TradingView
  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
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