EXCELSIA, INC. VHT Holdings History
Number of Shares
19,534.00
Current Holdings Value*
$2.73 Mil
% of Portfolio
6.1%
Total Estimate Gain
$2.20 Mil
% of Total Estimate Gain
84.09%
EXCELSIA, INC.'s Vanguard Health Care ETF Holding Summary
As of 2015-06-30, EXCELSIA, INC. held 19,534.00 shares of Vanguard Health Care ETF(VHT), totaling $2.73 Mil. This investment constitutes 6.1% of their stock portfolio, and EXCELSIA, INC. now holds 0.03% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2015Q1. And since then EXCELSIA, INC. has made 2 purchases of VHT, at an average price of $134.15, for a total of 19,534.00 shares. Based on historical transaction data and VHT's current price of $246.96, EXCELSIA, INC.'s estimated gain on his VHT holdings is $2.20 Mil, reflecting a 84.09% gain to date.
EXCELSIA, INC. VHT ($246.96) Holding Chart
EXCELSIA, INC. VHT ($246.96) 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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