Selective Wealth Management, Inc. Vanguard Health Care ETF Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 965 shares of VHT stock, worth $245,003. This represents 0.11% of its overall portfolio holdings.

Number of Shares

965

Previous 974 0.92%

Holding current value

$245,003

Previous $259,000 5.02%

% of portfolio

0.11%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$261.88 - $288.1 $2,356 - $2,592	-9 Reduced 0.92%	965 $272,000
Q2 2024 Jul 10, 2024	BUY	$252.83 - $269.37 $252 - $269	1 Added 0.1%	974 $259,000
Q1 2024 Apr 11, 2024	SELL	$253.63 - $270.54 $31,957 - $34,088	-126 Reduced 11.46%	973 $263,000
Q4 2023 Jan 05, 2024	BUY	$223.1 - $251.09 $8,477 - $9,541	38 Added 3.58%	1,099 $275,000
Q3 2023 Oct 10, 2023	SELL	$235.1 - $250.77 $3,996 - $4,263	-17 Reduced 1.58%	1,061 $249,000
Q2 2023 Jul 11, 2023	SELL	$234.11 - $249.3 $4,916 - $5,235	-21 Reduced 1.91%	1,078 $263,000
Q4 2022 Jan 23, 2023	BUY	$224.15 - $255.96 $17,932 - $20,476	80 Added 7.85%	1,099 $0
Q2 2022 Jul 28, 2022	SELL	$219.51 - $264.47 $13,829 - $16,661	-63 Reduced 5.82%	1,019 $240,000
Q1 2022 Apr 20, 2022	SELL	$235.27 - $264.71 $14,822 - $16,676	-63 Reduced 5.5%	1,082 $275,000
Q4 2021 Jan 18, 2022	SELL	$243.71 - $267.51 $2,193 - $2,407	-9 Reduced 0.78%	1,145 $305,000
Q3 2021 Oct 27, 2021	BUY	$247.16 - $265.84 $45,724 - $49,180	185 Added 19.09%	1,154 $285,000
Q2 2021 Aug 04, 2021	SELL	$227.95 - $247.57 $20,971 - $22,776	-92 Reduced 8.67%	969 $0
Q1 2021 Apr 09, 2021	BUY	$218.21 - $236.79 $9,383 - $10,181	43 Added 4.22%	1,061 $243,000
Q4 2020 Jan 22, 2021	BUY	$198.15 - $223.73 $792 - $894	4 Added 0.39%	1,018 $228,000
Q3 2020 Oct 21, 2020	SELL	$194.1 - $209.76 $2,329 - $2,517	-12 Reduced 1.17%	1,014 $207,000
Q2 2020 Jul 15, 2020	BUY	$159.59 - $198.15 $638 - $792	4 Added 0.39%	1,026 $198,000
Q1 2020 Apr 16, 2020	SELL	$139.96 - $197.23 $9,797 - $13,806	-70 Reduced 6.41%	1,022 $169,000
Q4 2019 Jan 10, 2020	SELL	$163.53 - $193.07 $28,944 - $34,173	-177 Reduced 13.95%	1,092 $209,000
Q3 2019 Oct 29, 2019	SELL	$166.25 - $172.8 $170,073 - $176,774	-1,023 Reduced 44.63%	1,269 $212,000
Q2 2019 Jul 16, 2019	BUY	N/A	2,292 New	2,292 $399,000

Others Institutions Holding VHT

# of Institutions

1,111

Shares Held

24.1M

Call Options Held

32.3K

Put Options Held

7.46K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

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Selective Wealth Management, Inc. Vanguard Health Care ETF Transaction History