Summit Wealth Group, LLC Vanguard Health Care ETF Transaction History

Summit Wealth Group, LLC

  • $147 Million
  • Q1 2024

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 23,022 shares of VHT stock, worth $6.28 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares
23,022
Previous 22,332 3.09%
Holding current value
$6.28 Million
Previous $5.6 Million 11.23%
% of portfolio
4.24%
Previous 4.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$253.63 - $270.54 $175,004 - $186,672
690 Added 3.09%
23,022 $6.23 Million
Q4 2023

Jan 30, 2024
BUY
$223.1 - $251.09 $290,699 - $327,170
1,303 Added 6.2%
22,332 $5.6 Million
Q3 2023

Oct 31, 2023
BUY
$235.1 - $250.77 $118,725 - $126,638
505 Added 2.46%
21,029 $4.94 Million
Q2 2023

Jul 26, 2023
SELL
$234.11 - $249.3 $947 Million - $1.01 Billion
-4,044,981 Reduced 99.5%
20,524 $5.03 Million
Q1 2023

May 10, 2023
BUY
$228.23 - $249.0 $928 Million - $1.01 Billion
4,065,505 New
4,065,505 $17,000

Others Institutions Holding VHT

# of Institutions
1,042
Shares Held
24.2M
Call Options Held
38.4K
Put Options Held
7.1K
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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