Pinnacle Family Advisors, LLC Vanguard Health Care ETF Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	SELL	$250.81 - $283.3 $216,449 - $244,487	-863 Reduced 38.65%	1,370 $347,000
Q3 2024 Nov 14, 2024	BUY	$261.88 - $288.1 $6,285 - $6,914	24 Added 1.09%	2,233 $630,000
Q2 2024 Aug 14, 2024	BUY	$252.83 - $269.37 $7,332 - $7,811	29 Added 1.33%	2,209 $587,000
Q1 2024 May 15, 2024	SELL	$253.63 - $270.54 $2,282 - $2,434	-9 Reduced 0.41%	2,180 $589,000
Q4 2023 Feb 14, 2024	SELL	$223.1 - $251.09 $7,808 - $8,788	-35 Reduced 1.57%	2,189 $548,000
Q3 2023 Nov 14, 2023	BUY	$235.1 - $250.77 $12,225 - $13,040	52 Added 2.39%	2,224 $522,000
Q2 2023 Aug 14, 2023	SELL	$234.11 - $249.3 $33,243 - $35,400	-142 Reduced 6.14%	2,172 $531,000
Q1 2023 May 15, 2023	SELL	$228.23 - $249.0 $456 - $498	-2 Reduced 0.09%	2,314 $551,000
Q4 2022 Feb 10, 2023	BUY	$224.15 - $255.96 $131,351 - $149,992	586 Added 33.87%	2,316 $574,000
Q3 2022 Nov 14, 2022	BUY	$223.7 - $250.44 $190,816 - $213,625	853 Added 97.26%	1,730 $387,000
Q2 2022 Aug 15, 2022	BUY	$219.51 - $264.47 $192,510 - $231,940	877 New	877 $207,000
Q1 2019 May 15, 2019	SELL	N/A	-16,830 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-17,140 Reduced 50.46%	16,830 $2.7 Million
Q3 2018 Nov 14, 2018	BUY	N/A	33,970 New	33,970 $6.13 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-18,405 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	18,405 New	18,405 $2.8 Million
Q2 2017 Sep 08, 2017	SELL	N/A	-6,145 Closed	0 $0
Q1 2017 Sep 08, 2017	BUY	N/A	6,145	6,145 $847,000

Others Institutions Holding VHT

# of Institutions

1,167

Shares Held

23.2M

Call Options Held

30.3K

Put Options Held

16.5K

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.