Navis Wealth Advisors, LLC Vanguard Health Care ETF Transaction History
Navis Wealth Advisors, LLC
- $116 Million
- Q2 2025
A detailed history of Navis Wealth Advisors, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,369 shares of VHT stock, worth $637,995. This represents 0.51% of its overall portfolio holdings.
Number of Shares
2,369
Previous 2,367
0.08%
Holding current value
$637,995
Previous $626,000
6.07%
% of portfolio
0.51%
Previous 0.63%
Shares
10 transactions
Others Institutions Holding VHT
# of Institutions
1,151Shares Held
23.8MCall Options Held
39KPut Options Held
14.2K-
Bank Of America Corp Charlotte, NC1.92MShares$517 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.46MShares$394 Million0.02% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.35MShares$363 Million6.95% of portfolio
-
Ubs Group Ag1.2MShares$323 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA914KShares$246 Million0.05% of portfolio