Number of Shares
3,460.00
Current Holdings Value*
$915,930.00
% of Portfolio
1.12%
Total Estimate Gain
$-11,278.07
% of Total Estimate Gain
-1.15%

Red Mountain Financial, LLC's Vanguard Health Care ETF Holding Summary

As of 2025-03-31, Red Mountain Financial, LLC held 3,460.00 shares of Vanguard Health Care ETF(VHT), totaling $915,930.00. This investment constitutes 1.12% of their stock portfolio, and Red Mountain Financial, LLC now holds 0.01% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2023Q4. And since then Red Mountain Financial, LLC has made 1 purchases of VHT, at an average price of $250.39, for a total of 3,922.00 shares. In addition, there have been 3 sales at an average price of $269.90 for 462.00 shares. Based on historical transaction data and VHT's current price of $244.53, Red Mountain Financial, LLC's estimated gain on his VHT holdings is $-11,278.07, reflecting a -1.15% gain to date.

Red Mountain Financial, LLC VHT ($244.53) Holding Chart

Red Mountain Financial, LLC VHT ($244.53) 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 %

Top Ranked Articles

  • 1