Number of Shares
86,548.00
Current Holdings Value*
$21.49 Mil
% of Portfolio
3.4%
Total Estimate Gain
$7.63 Mil
% of Total Estimate Gain
39.01%

Capital Advantage, Inc.'s Vanguard Health Care ETF Holding Summary

As of 2025-06-30, Capital Advantage, Inc. held 86,548.00 shares of Vanguard Health Care ETF(VHT), totaling $21.49 Mil. This investment constitutes 3.4% of their stock portfolio, and Capital Advantage, Inc. now holds 0.14% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2019Q1. And since then Capital Advantage, Inc. has made 10 purchases of VHT, at an average price of $178.46, for a total of 109,550.00 shares. In addition, there have been 14 sales at an average price of $244.16 for 23,002.00 shares. Based on historical transaction data and VHT's current price of $249.12, Capital Advantage, Inc.'s estimated gain on his VHT holdings is $7.63 Mil, reflecting a 39.01% gain to date.

Capital Advantage, Inc. VHT ($249.12) Holding Chart

Capital Advantage, Inc. VHT ($249.12) 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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