Number of Shares
37,306.00
Current Holdings Value*
$9.88 Mil
% of Portfolio
2.51%
Total Estimate Gain
$-968,712.87
% of Total Estimate Gain
-9.49%

Atlas Legacy Advisors, LLC's Vanguard Health Care ETF Holding Summary

As of 2025-03-31, Atlas Legacy Advisors, LLC held 37,306.00 shares of Vanguard Health Care ETF(VHT), totaling $9.88 Mil. This investment constitutes 2.51% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0.05% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $266.40 for 611.00 shares. Based on historical transaction data and VHT's current price of $243.33, Atlas Legacy Advisors, LLC's estimated gain on his VHT holdings is $-968,712.87, reflecting a -9.49% gain to date.

Atlas Legacy Advisors, LLC VHT ($243.33) Holding Chart

Atlas Legacy Advisors, LLC 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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