Number of Shares
2,677.00
Current Holdings Value*
$708,680.00
% of Portfolio
0.43%
Total Estimate Gain
$-28,142.24
% of Total Estimate Gain
-3.21%

Athena Investment Management's Vanguard Health Care ETF Holding Summary

As of 2025-03-31, Athena Investment Management held 2,677.00 shares of Vanguard Health Care ETF(VHT), totaling $708,680.00. This investment constitutes 0.43% of their stock portfolio, and Athena Investment Management now holds 0% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2022Q1. And since then Athena Investment Management has made 3 purchases of VHT, at an average price of $252.76, for a total of 3,473.00 shares. In addition, there have been 3 sales at an average price of $242.78 for 796.00 shares. Based on historical transaction data and VHT's current price of $245.21, Athena Investment Management's estimated gain on his VHT holdings is $-28,142.24, reflecting a -3.21% gain to date.

Athena Investment Management VHT ($245.21) Holding Chart

Athena Investment Management VHT ($245.21) 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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