Chokshi & Queen Wealth Advisors, Inc VHT Holdings History
Chokshi & Queen Wealth Advisors, Inc's Vanguard Health Care ETF Holding Summary
As of 2025-03-31, Chokshi & Queen Wealth Advisors, Inc held 22,878.00 shares of Vanguard Health Care ETF(VHT), totaling $6.06 Mil. This investment constitutes 3.69% of their stock portfolio, and Chokshi & Queen Wealth Advisors, Inc now holds 0.03% 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 419.00 shares. Based on historical transaction data and VHT's current price of $250.25, Chokshi & Queen Wealth Advisors, Inc's estimated gain on his VHT holdings is $-435,876.15, reflecting a -6.95% gain to date.
Chokshi & Queen Wealth Advisors, Inc VHT ($250.25) Holding Chart
Chokshi & Queen Wealth Advisors, Inc VHT ($250.25) 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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