Atlas Legacy Advisors, LLC VHT Holdings History
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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