EXECUTIVE WEALTH GROUP LLC VHT Holdings History
EXECUTIVE WEALTH GROUP LLC's Vanguard Health Care ETF Holding Summary
As of 2024-03-31, EXECUTIVE WEALTH GROUP LLC held 143,595.00 shares of Vanguard Health Care ETF(VHT), totaling $37.93 Mil. This investment constitutes 7.9% of their stock portfolio, and EXECUTIVE WEALTH GROUP LLC now holds -% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2019Q1. And since then EXECUTIVE WEALTH GROUP LLC has made 10 purchases of VHT, at an average price of $229.23, for a total of 151,989.00 shares. In addition, there have been 9 sales at an average price of $234.88 for 8,394.00 shares. Based on historical transaction data and VHT's current price of $245.82, EXECUTIVE WEALTH GROUP LLC's estimated gain on his VHT holdings is $2.43 Mil, reflecting a 6.97% gain to date.
EXECUTIVE WEALTH GROUP LLC VHT ($245.82) Holding Chart
EXECUTIVE WEALTH GROUP LLC VHT ($245.82) 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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