ALTFEST L J & CO INC VHT Holdings History
ALTFEST L J & CO INC's Vanguard Health Care ETF Holding Summary
As of 2025-03-31, ALTFEST L J & CO INC held 55,295.00 shares of Vanguard Health Care ETF(VHT), totaling $14.64 Mil. This investment constitutes 1.84% of their stock portfolio, and ALTFEST L J & CO INC now holds 0.08% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2018Q2. And since then ALTFEST L J & CO INC has made 13 purchases of VHT, at an average price of $254.96, for a total of 115,820.00 shares. In addition, there have been 13 sales at an average price of $248.10 for 60,525.00 shares. Based on historical transaction data and VHT's current price of $247.79, ALTFEST L J & CO INC's estimated gain on his VHT holdings is $-811,261.51, reflecting a -2.75% gain to date.
ALTFEST L J & CO INC VHT ($247.79) Holding Chart
ALTFEST L J & CO INC VHT ($247.79) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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