Sequoia Financial Advisors, LLC Vanguard Health Care ETF Transaction History

Sequoia Financial Advisors, LLC

$18.2 Billion
Q2 2025

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$236.71 - $261.92 $458,980 - $507,862	-1,939 Reduced 9.26%	19,009 $4.72 Million
Q1 2025 Apr 23, 2025	SELL	$254.06 - $273.83 $235,005 - $253,292	-925 Reduced 4.23%	20,948 $5.55 Million
Q4 2024 Aug 08, 2025	BUY	$250.81 - $283.3 $718,319 - $811,371	2,864 Added 15.07%	21,873 $5.55 Million
Q4 2024 Feb 07, 2025	BUY	$250.81 - $283.3 $1.26 Million - $1.42 Million	5,030 Added 29.86%	21,873 $5.55 Million
Q3 2024 Oct 21, 2024	SELL	$261.88 - $288.1 $206,885 - $227,599	-790 Reduced 4.48%	16,843 $4.75 Million
Q2 2024 Jul 15, 2024	BUY	$252.83 - $269.37 $241,452 - $257,248	955 Added 5.73%	17,633 $4.69 Million
Q1 2024 Apr 30, 2024	BUY	$253.63 - $270.54 $132,648 - $141,492	523 Added 3.24%	16,678 $4.51 Million
Q4 2023 Jan 25, 2024	BUY	$223.1 - $251.09 $333,757 - $375,630	1,496 Added 10.21%	16,155 $4.05 Million
Q3 2023 Nov 08, 2023	SELL	$235.1 - $250.77 $268,249 - $286,128	-1,141 Reduced 7.22%	14,659 $3.45 Million
Q2 2023 Aug 08, 2023	SELL	$234.11 - $249.3 $443,404 - $472,174	-1,894 Reduced 10.7%	15,800 $3.87 Million
Q1 2023 Apr 24, 2023	SELL	$228.23 - $249.0 $231,881 - $252,984	-1,016 Reduced 5.43%	17,694 $4.22 Million
Q4 2022 Feb 10, 2023	SELL	$224.15 - $255.96 $322,776 - $368,582	-1,440 Reduced 7.15%	18,710 $4.64 Million
Q4 2022 Jan 17, 2023	SELL	$224.15 - $255.96 $224,150 - $255,960	-1,000 Reduced 4.73%	20,150 $0
Q3 2022 Oct 26, 2022	SELL	$223.7 - $250.44 $792,792 - $887,559	-3,544 Reduced 14.35%	21,150 $4.73 Million
Q2 2022 Jul 22, 2022	SELL	$219.51 - $264.47 $539,555 - $650,067	-2,458 Reduced 9.05%	24,694 $5.82 Million
Q1 2022 May 13, 2022	BUY	$235.27 - $264.71 $105,165 - $118,325	447 Added 1.67%	27,152 $6.91 Million
Q4 2021 Feb 11, 2022	BUY	$243.71 - $267.51 $5.56 Million - $6.1 Million	22,805 Added 584.74%	26,705 $7.12 Million
Q3 2021 Oct 26, 2021	SELL	$247.16 - $265.84 $5.11 Million - $5.49 Million	-20,656 Reduced 84.12%	3,900 $964,000
Q2 2021 Jul 27, 2021	BUY	$227.95 - $247.57 $467,753 - $508,013	2,052 Added 9.12%	24,556 $6.07 Million
Q1 2021 May 14, 2021	BUY	$218.21 - $236.79 $578,911 - $628,203	2,653 Added 13.36%	22,504 $5.15 Million
Q4 2020 Feb 12, 2021	BUY	$198.15 - $223.73 $881,371 - $995,151	4,448 Added 28.88%	19,851 $4.44 Million
Q3 2020 Oct 23, 2020	BUY	$194.1 - $209.76 $1.22 Million - $1.32 Million	6,287 Added 68.97%	15,403 $3.14 Million
Q2 2020 Aug 25, 2020	BUY	$159.59 - $198.15 $1.45 Million - $1.81 Million	9,116 New	9,116 $1.76 Million
Q2 2020 Aug 11, 2020	SELL	$159.59 - $198.15 $998,235 - $1.24 Million	-6,255 Closed	0 $1.76 Million
Q1 2020 May 11, 2020	BUY	$139.96 - $197.23 $14,275 - $20,117	102 Added 1.66%	6,255 $1.04 Million
Q4 2019 Feb 13, 2020	SELL	$163.53 - $193.07 $161,240 - $190,367	-986 Reduced 13.81%	6,153 $1.18 Million
Q3 2019 Oct 22, 2019	SELL	$166.25 - $172.8 $120,697 - $125,452	-726 Reduced 9.23%	7,139 $1.2 Million
Q2 2019 Jul 31, 2019	BUY	N/A	1,501 Added 23.59%	7,865 $1.37 Million
Q1 2019 May 13, 2019	BUY	N/A	2,977 Added 87.89%	6,364 $1.1 Million
Q4 2018 Feb 14, 2019	BUY	N/A	3,387 New	3,387 $544,000

Others Institutions Holding VHT

# of Institutions

1,155

Shares Held

23.3M

Call Options Held

39K

Put Options Held

14.2K

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About VANGUARD HEALTH CARE ETF

Ticker VHT
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