A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 886 shares of VHT stock, worth $235,525. This represents 0.15% of its overall portfolio holdings.

Number of Shares
886
Previous 882 0.45%
Holding current value
$235,525
Previous $234,000 6.84%
% of portfolio
0.15%
Previous 0.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$261.88 - $288.1 $1,047 - $1,152
4 Added 0.45%
886 $250,000
Q1 2024

May 02, 2024

BUY
$253.63 - $270.54 $760 - $811
3 Added 0.34%
882 $238,000
Q4 2023

Jan 23, 2024

BUY
$223.1 - $251.09 $1,338 - $1,506
6 Added 0.69%
879 $220,000
Q3 2023

Nov 14, 2023

SELL
$235.1 - $250.77 $281,649 - $300,422
-1,198 Reduced 57.85%
873 $205,000
Q1 2023

May 12, 2023

BUY
$228.23 - $249.0 $12,096 - $13,197
53 Added 2.63%
2,071 $493,000
Q4 2022

Feb 10, 2023

BUY
$224.15 - $255.96 $452,334 - $516,527
2,018 New
2,018 $500,000
Q2 2022

Jul 25, 2022

BUY
$219.51 - $264.47 $1,536 - $1,851
7 Added 0.35%
2,003 $471,000
Q1 2022

May 16, 2022

BUY
$235.27 - $264.71 $469,598 - $528,361
1,996 New
1,996 $507,000

Others Institutions Holding VHT

About VANGUARD HEALTH CARE ETF


  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
Track This Portfolio

Track Roger Wittlin Investment Advisory, LLC Portfolio

Follow Roger Wittlin Investment Advisory, LLC 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 Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.