Summit Financial Strategies, Inc. Vanguard Health Care ETF Transaction History

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,602 shares of VHT stock, worth $383,086. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,602
Previous 1,706 6.1%
Holding current value
$383,086
Previous $432,000 1.85%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$254.06 - $273.83 $26,422 - $28,478
-104 Reduced 6.1%
1,602 $424,000
Q4 2024

Jan 22, 2025
SELL
$250.81 - $283.3 $3,009 - $3,399
-12 Reduced 0.7%
1,706 $432,000
Q3 2024

Oct 16, 2024
BUY
$261.88 - $288.1 $32,473 - $35,724
124 Added 7.78%
1,718 $484,000
Q4 2023

Feb 13, 2024
SELL
$223.1 - $251.09 $28,333 - $31,888
-127 Reduced 7.38%
1,594 $399,000
Q3 2023

Oct 24, 2023
SELL
$235.1 - $250.77 $23,510 - $25,077
-100 Reduced 5.49%
1,721 $404,000
Q2 2023

Jul 21, 2023
SELL
$234.11 - $249.3 $38,628 - $41,134
-165 Reduced 8.31%
1,821 $445,000
Q4 2021

Feb 03, 2022
SELL
$243.71 - $267.51 $231,524 - $254,134
-950 Reduced 32.36%
1,986 $529,000
Q2 2021

Aug 11, 2021
BUY
$227.95 - $247.57 $669,261 - $726,865
2,936 New
2,936 $726,000
Q1 2021

May 11, 2021
SELL
$218.21 - $236.79 $433,365 - $470,264
-1,986 Closed
0 $0
Q4 2020

Feb 05, 2021
BUY
$198.15 - $223.73 $19,815 - $22,373
100 Added 5.3%
1,986 $444,000
Q2 2020

Jul 31, 2020
SELL
$159.59 - $198.15 $11,650 - $14,464
-73 Reduced 3.73%
1,886 $363,000
Q3 2018

Nov 09, 2018
BUY
N/A
1,959 New
1,959 $353,000

Others Institutions Holding VHT

# of Institutions
1,170
Shares Held
22.9M
Call Options Held
30.3K
Put Options Held
16.5K
View Full List

About VANGUARD HEALTH CARE ETF

VHT Quotes by TradingView
  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
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