Monterey Private Wealth, Inc. Vanguard Health Care ETF Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 812 shares of VHT stock, worth $197,925. This represents 0.06% of its overall portfolio holdings.

Number of Shares
812
Previous 811 0.12%
Holding current value
$197,925
Previous $205,000 4.39%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 14, 2025
BUY
$254.06 - $273.83 $254 - $273
1 Added 0.12%
812 $214,000
Q4 2024

Jan 16, 2025
SELL
$250.81 - $283.3 $19,813 - $22,380
-79 Reduced 8.88%
811 $205,000
Q3 2024

Oct 03, 2024
BUY
$261.88 - $288.1 $233,073 - $256,409
890 New
890 $251,000

Others Institutions Holding VHT

# of Institutions
1,169
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
Track This Portfolio

Track Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email