Number of Shares
164,258.00
Current Holdings Value*
$43.48 Mil
% of Portfolio
3.45%
Total Estimate Gain
$1.29 Mil
% of Total Estimate Gain
3.21%

INVICTUS PRIVATE WEALTH, LLC's Vanguard Health Care ETF Holding Summary

As of 2025-03-31, INVICTUS PRIVATE WEALTH, LLC held 164,258.00 shares of Vanguard Health Care ETF(VHT), totaling $43.48 Mil. This investment constitutes 3.45% of their stock portfolio, and INVICTUS PRIVATE WEALTH, LLC now holds 0.24% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2023Q1. And since then INVICTUS PRIVATE WEALTH, LLC has made 8 purchases of VHT, at an average price of $243.83, for a total of 164,258.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VHT's current price of $251.66, INVICTUS PRIVATE WEALTH, LLC's estimated gain on his VHT holdings is $1.29 Mil, reflecting a 3.21% gain to date.

INVICTUS PRIVATE WEALTH, LLC VHT ($251.66) Holding Chart

INVICTUS PRIVATE WEALTH, LLC VHT ($251.66) 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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