ALTFEST L J & CO INC VHT Holdings History

Number of Shares
55,295.00
Current Holdings Value*
$14.64 Mil
% of Portfolio
1.84%
Total Estimate Gain
$-811,261.51
% of Total Estimate Gain
-2.75%

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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