Number of Shares
22,177.00
Current Holdings Value*
$5.87 Mil
% of Portfolio
3.48%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
21.83%

Axiom Financial Strategies, LLC's Vanguard Health Care ETF Holding Summary

As of 2025-03-31, Axiom Financial Strategies, LLC held 22,177.00 shares of Vanguard Health Care ETF(VHT), totaling $5.87 Mil. This investment constitutes 3.48% of their stock portfolio, and Axiom Financial Strategies, LLC now holds 0.03% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2020Q1. And since then Axiom Financial Strategies, LLC has made 9 purchases of VHT, at an average price of $202.19, for a total of 38,806.00 shares. In addition, there have been 10 sales at an average price of $249.98 for 16,629.00 shares. Based on historical transaction data and VHT's current price of $243.59, Axiom Financial Strategies, LLC's estimated gain on his VHT holdings is $1.71 Mil, reflecting a 21.83% gain to date.

Axiom Financial Strategies, LLC VHT ($243.59) Holding Chart

Axiom Financial Strategies, LLC VHT ($243.59) 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 %

Top Ranked Articles

  • 1