Moneta Group Investment Advisors LLC Vanguard Health Care ETF Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 2,621 shares of VHT stock, worth $702,847. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,621

Previous 2,775 5.55%

Holding current value

$702,847

Previous $783,000 15.2%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$250.81 - $283.3 $38,624 - $43,628	-154 Reduced 5.55%	2,621 $664,000
Q3 2024 Nov 12, 2024	BUY	$261.88 - $288.1 $150,057 - $165,081	573 Added 26.02%	2,775 $783,000
Q2 2024 Aug 13, 2024	SELL	$252.83 - $269.37 $139,309 - $148,422	-551 Reduced 20.01%	2,202 $585,000
Q1 2024 Aug 13, 2024	BUY	$253.63 - $270.54 $194,534 - $207,504	767 Added 38.62%	2,753 $744,000
Q4 2023 Feb 15, 2024	BUY	$223.1 - $251.09 $4,462 - $5,021	20 Added 1.02%	1,986 $497,000
Q3 2023 Nov 15, 2023	SELL	$235.1 - $250.77 $61,126 - $65,200	-260 Reduced 11.68%	1,966 $462,000
Q2 2023 Aug 15, 2023	SELL	$234.11 - $249.3 $20,133 - $21,439	-86 Reduced 3.72%	2,226 $544,000
Q1 2023 May 15, 2023	BUY	$228.23 - $249.0 $155,196 - $169,320	680 Added 41.67%	2,312 $551,000
Q4 2022 Feb 16, 2023	SELL	$224.15 - $255.96 $351,915 - $401,857	-1,570 Reduced 49.03%	1,632 $404,000
Q4 2022 Feb 16, 2023	SELL	$224.15 - $255.96 $359 Million - $410 Million	-1,602,023 Reduced 99.8%	3,202 $794,000
Q4 2022 Feb 15, 2023	BUY	$224.15 - $255.96 $360 Million - $411 Million	1,605,225 New	1,605,225 $398 Million
Q3 2021 Nov 12, 2021	SELL	$247.16 - $265.84 $434,012 - $466,815	-1,756 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$227.95 - $247.57 $87,304 - $94,819	383 Added 27.9%	1,756 $434,000
Q1 2021 May 14, 2021	BUY	$218.21 - $236.79 $299,602 - $325,112	1,373 New	1,373 $314,000

Others Institutions Holding VHT

# of Institutions

1,125

Shares Held

25.2M

Call Options Held

32.3K

Put Options Held

6.6K

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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Account

Moneta Group Investment Advisors LLC Vanguard Health Care ETF Transaction History