A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 56,099 shares of VHT stock, worth $15.4 Million. This represents 10.19% of its overall portfolio holdings.

Number of Shares
56,099
Previous 54,425 3.08%
Holding current value
$15.4 Million
Previous $14.4 Billion 10.28%
% of portfolio
10.19%
Previous 10.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$261.88 - $288.1 $438,387 - $482,279
1,674 Added 3.08%
56,099 $15.8 Billion
Q2 2024

Jul 18, 2024

BUY
$252.83 - $269.37 $692,248 - $737,535
2,738 Added 5.3%
54,425 $14.4 Billion
Q1 2024

Apr 23, 2024

BUY
$253.63 - $270.54 $718,787 - $766,710
2,834 Added 5.8%
51,687 $14 Billion
Q4 2023

Jan 31, 2024

BUY
$223.1 - $251.09 $10.9 Million - $12.3 Million
48,853 New
48,853 $12.2 Billion

Others Institutions Holding VHT

About VANGUARD HEALTH CARE ETF


  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
Track This Portfolio

Track Wheelhouse Advisory Group LLC Portfolio

Follow Wheelhouse Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.