Number of Shares
30,375.00
Current Holdings Value*
$8.04 Mil
% of Portfolio
4.74%
Total Estimate Gain
$390,061.93
% of Total Estimate Gain
4.53%

ASSET PLANNING CORPORATION's Vanguard Health Care ETF Holding Summary

As of 2025-03-31, ASSET PLANNING CORPORATION held 30,375.00 shares of Vanguard Health Care ETF(VHT), totaling $8.04 Mil. This investment constitutes 4.74% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.05% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2021Q1. And since then ASSET PLANNING CORPORATION has made 13 purchases of VHT, at an average price of $235.84, for a total of 36,544.00 shares. In addition, there have been 4 sales at an average price of $262.17 for 6,169.00 shares. Based on historical transaction data and VHT's current price of $243.33, ASSET PLANNING CORPORATION's estimated gain on his VHT holdings is $390,061.93, reflecting a 4.53% gain to date.

ASSET PLANNING CORPORATION VHT ($243.33) Holding Chart

ASSET PLANNING CORPORATION VHT ($243.33) 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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