Number of Shares
7,412.00
Current Holdings Value*
$1.96 Mil
% of Portfolio
0.25%
Total Estimate Gain
$2.61 Mil
% of Total Estimate Gain
9.98%

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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