Aprio Wealth Management, LLC VHT Holdings History
Aprio Wealth Management, LLC's Vanguard Health Care ETF Holding Summary
As of 2025-03-31, Aprio Wealth Management, LLC held 7,412.00 shares of Vanguard Health Care ETF(VHT), totaling $1.96 Mil. This investment constitutes 0.25% of their stock portfolio, and Aprio Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2020Q4. And since then Aprio Wealth Management, LLC has made 10 purchases of VHT, at an average price of $237.76, for a total of 109,915.00 shares. In addition, there have been 7 sales at an average price of $262.54 for 102,503.00 shares. Based on historical transaction data and VHT's current price of $246.96, Aprio Wealth Management, LLC's estimated gain on his VHT holdings is $2.61 Mil, reflecting a 9.98% gain to date.
Aprio Wealth Management, LLC VHT ($246.96) Holding Chart
Aprio Wealth Management, LLC VHT ($246.96) 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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