Sequoia Financial Advisors, LLC Vanguard Health Care ETF Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 21,873 shares of VHT stock, worth $5.75 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

21,873

Previous 16,843 29.86%

Holding current value

$5.75 Million

Previous $4.75 Million 16.73%

% of portfolio

0.05%

Previous 0.05%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,142

Shares Held

24.4M

Call Options Held

37.3K

Put Options Held

11.1K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Vanguard Health Care ETF Transaction History