Monterey Private Wealth, Inc. Vanguard Health Care ETF Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
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 811 shares of VHT stock, worth $213,211. This represents 0.07% of its overall portfolio holdings.
Number of Shares
811
Previous 890
8.88%
Holding current value
$213,211
Previous $251,000
18.33%
% of portfolio
0.07%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VHT
# of Institutions
1,142Shares Held
25MCall Options Held
37.3KPut Options Held
11.1K-
Bank Of America Corp Charlotte, NC1.8MShares$473 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.59MShares$417 Million0.03% of portfolio
-
Ubs Group Ag1.28MShares$335 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1MShares$264 Million5.02% of portfolio
-
Wells Fargo & Company San Francisco, CA954KShares$251 Million0.06% of portfolio