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
$-328,189.08
% of Total Estimate Gain
-5.97%

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 $247.65, David Kennon Inc's estimated gain on his VHT holdings is $-328,189.08, reflecting a -5.97% gain to date.

David Kennon Inc VHT ($247.65) Holding Chart

David Kennon Inc VHT ($247.65) 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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