Goepper Burkhardt LLC VHT Holdings History

Number of Shares
17,102.00
Current Holdings Value*
$4.53 Mil
% of Portfolio
1.81%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
14.92%

Goepper Burkhardt LLC's Vanguard Health Care ETF Holding Summary

As of 2025-03-31, Goepper Burkhardt LLC held 17,102.00 shares of Vanguard Health Care ETF(VHT), totaling $4.53 Mil. This investment constitutes 1.81% of their stock portfolio, and Goepper Burkhardt LLC now holds 0.03% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2020Q4. And since then Goepper Burkhardt LLC has made 9 purchases of VHT, at an average price of $219.49, for a total of 35,078.00 shares. In addition, there have been 8 sales at an average price of $256.49 for 17,976.00 shares. Based on historical transaction data and VHT's current price of $247.79, Goepper Burkhardt LLC's estimated gain on his VHT holdings is $1.15 Mil, reflecting a 14.92% gain to date.

Goepper Burkhardt LLC VHT ($247.79) Holding Chart

Goepper Burkhardt LLC VHT ($247.79) 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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