GWN SECURITIES INC. VHT Holdings History
Number of Shares
133,948.00
Current Holdings Value*
$31.72 Mil
% of Portfolio
1.79%
Total Estimate Gain
$-2.96 Mil
% of Total Estimate Gain
-8.28%
GWN SECURITIES INC.'s Vanguard Health Care ETF Holding Summary
As of 2025-03-31, GWN SECURITIES INC. held 133,948.00 shares of Vanguard Health Care ETF(VHT), totaling $31.72 Mil. This investment constitutes 1.79% of their stock portfolio, and GWN SECURITIES INC. now holds 0.2% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2024Q4. And since then GWN SECURITIES INC. has made 1 purchases of VHT, at an average price of $266.66, for a total of 133,948.00 shares. Based on historical transaction data and VHT's current price of $244.58, GWN SECURITIES INC.'s estimated gain on his VHT holdings is $-2.96 Mil, reflecting a -8.28% gain to date.
GWN SECURITIES INC. VHT ($244.58) Holding Chart
GWN SECURITIES INC. VHT ($244.58) 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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