Wealthsource Partners, LLC Vanguard Health Care ETF Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$219.51 - $264.47 $226,314 - $272,668	-1,031 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$235.27 - $264.71 $30,114 - $33,882	128 Added 14.17%	1,031 $262,000
Q4 2021 Feb 14, 2022	SELL	$243.71 - $267.51 $8,529 - $9,362	-35 Reduced 3.73%	903 $241,000
Q3 2021 Nov 18, 2021	BUY	$247.16 - $265.84 $4,201 - $4,519	17 Added 1.85%	938 $232,000
Q2 2021 Nov 18, 2021	BUY	$227.95 - $247.57 $209,941 - $228,011	921 New	921 $228,000
Q1 2021 Jun 21, 2021	SELL	$218.21 - $236.79 $644,374 - $699,240	-2,953 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$198.15 - $223.73 $159,510 - $180,102	-805 Reduced 21.42%	2,953 $661,000
Q3 2020 Nov 16, 2020	SELL	$194.1 - $209.76 $112,578 - $121,660	-580 Reduced 13.37%	3,758 $0
Q2 2020 Aug 17, 2020	SELL	$159.59 - $198.15 $419,083 - $520,341	-2,626 Reduced 37.71%	4,338 $836,000
Q1 2020 May 12, 2020	SELL	$139.96 - $197.23 $1.5 Million - $2.11 Million	-10,723 Reduced 60.63%	6,964 $1.16 Million
Q4 2019 Feb 12, 2020	BUY	$163.53 - $193.07 $432,046 - $510,090	2,642 Added 17.56%	17,687 $3.39 Million
Q3 2019 Nov 15, 2019	SELL	$166.25 - $172.8 $6,483 - $6,739	-39 Reduced 0.26%	15,045 $2.52 Million
Q2 2019 Aug 09, 2019	BUY	N/A	15,084 New	15,084 $2.62 Million

Others Institutions Holding VHT

# of Institutions

1,111

Shares Held

24.1M

Call Options Held

32.3K

Put Options Held

7.46K

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthsource Partners, LLC with notifications on news.