EverSource Wealth Advisors, LLC VHT Holdings History
EverSource Wealth Advisors, LLC's Vanguard Health Care ETF Holding Summary
As of 2025-03-31, EverSource Wealth Advisors, LLC held 3,130.00 shares of Vanguard Health Care ETF(VHT), totaling $828,570.00. This investment constitutes 0.05% of their stock portfolio, and EverSource Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2021Q4. And since then EverSource Wealth Advisors, LLC has made 5 purchases of VHT, at an average price of $241.69, for a total of 73,947.00 shares. In addition, there have been 7 sales at an average price of $267.25 for 70,817.00 shares. Based on historical transaction data and VHT's current price of $245.21, EverSource Wealth Advisors, LLC's estimated gain on his VHT holdings is $1.82 Mil, reflecting a 10.19% gain to date.
EverSource Wealth Advisors, LLC VHT ($245.21) Holding Chart
EverSource Wealth Advisors, LLC VHT ($245.21) 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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