Latest Institutional Transactions on Vanguard Health Care ETF (VHT)
This table provides information on the latest institutional transactions involving Vanguard Health Care ETF (VHT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
10+ 14.08% |
$2.35K - $2.65K
|
81
$22.1K
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-9.5KClosed |
$2.24M - $2.51M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-750Closed |
$176K - $199K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-13.2KClosed |
$3.1M - $3.49M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-758Closed |
$178K - $201K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-192Closed |
$45.2K - $50.8K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-146Closed |
$34.3K - $38.6K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-27Closed |
$6.35K - $7.15K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-30Closed |
$7.06K - $7.94K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-832Closed |
$196K - $220K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-20- 5.24% |
$4.71K - $5.29K
|
362
$98.6K
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.6KNew |
$611K - $687K
|
2.6K
$706K
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
37+ 4.31% |
$8.7K - $9.79K
|
895
$244K
|
|
Q4 2021 | |||||||
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-3.07KClosed |
$747K - $820K
|
0
$0
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
5.83KNew |
$1.42M - $1.56M
|
5.83K
$1.59M
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
909New |
$222K - $243K
|
909
$247K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-102Closed |
$24.9K - $27.3K
|
0
$0
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
12New |
$2.92K - $3.21K
|
12
$3.27K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-42Closed |
$10.2K - $11.2K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
285New |
$69.5K - $76.2K
|
285
$77.6K
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
298New |
$72.6K - $79.7K
|
298
$81.1K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-41Closed |
$9.99K - $11K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12.5KClosed |
$3.04M - $3.34M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-237Closed |
$57.8K - $63.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1KNew |
$244K - $268K
|
1K
$272K
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-250Closed |
$60.9K - $66.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-271Closed |
$66K - $72.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
BUY
|
- |
426New |
$104K - $114K
|
426
$116K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.93KNew |
$1.2M - $1.32M
|
4.93K
$1.34M
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
39New |
$9.5K - $10.4K
|
39
$10.6K
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.55KClosed |
$865K - $949K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25Closed |
$6.09K - $6.69K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.42KClosed |
$345K - $379K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-8.92KClosed |
$2.17M - $2.39M
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-11.1KClosed |
$2.71M - $2.97M
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-19Closed |
$4.63K - $5.08K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.1KClosed |
$268K - $294K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-288Closed |
$70.2K - $77K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
258New |
$62.9K - $69K
|
258
$70.2K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-167Closed |
$40.7K - $44.7K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-104Closed |
$25.3K - $27.8K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-2.38KClosed |
$581K - $637K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-148- 91.36% |
$36.1K - $39.6K
|
14
$3.81K
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-150Closed |
$36.6K - $40.1K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-399- 39.94% |
$97.2K - $107K
|
600
$163K
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
122New |
$29.7K - $32.6K
|
122
$33.2K
|
|
Q3 2021 | |||||||
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-12.3K- 99.6% |
$3.04M - $3.27M
|
50
$13.6K
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.29KNew |
$318K - $342K
|
1.29K
$350K
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-50Closed |
$12.4K - $13.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-1.5KClosed |
$371K - $399K
|
0
$0
|