Axiom Financial Strategies, LLC VHT Holdings History
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 % |
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