David Kennon Inc VHT Holdings History
Number of Shares
20,875.00
Current Holdings Value*
$5.53 Mil
% of Portfolio
2.2%
Total Estimate Gain
$-279,759.08
% of Total Estimate Gain
-5.09%
David Kennon Inc's Vanguard Health Care ETF Holding Summary
As of 2025-03-31, David Kennon Inc held 20,875.00 shares of Vanguard Health Care ETF(VHT), totaling $5.53 Mil. This investment constitutes 2.2% of their stock portfolio, and David Kennon Inc now holds 0.03% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2024Q1. And since then David Kennon Inc has made 5 purchases of VHT, at an average price of $263.37, for a total of 20,875.00 shares. Based on historical transaction data and VHT's current price of $249.97, David Kennon Inc's estimated gain on his VHT holdings is $-279,759.08, reflecting a -5.09% gain to date.
David Kennon Inc VHT ($249.97) Holding Chart
David Kennon Inc VHT ($249.97) 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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