Safeguard Investment Advisory Group, LLC VHT Holdings History
Safeguard Investment Advisory Group, LLC's Vanguard Health Care ETF Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 27,002.00 shares of Vanguard Health Care ETF(VHT), totaling $7.16 Mil. This investment constitutes 1.95% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0.04% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2020Q4. And since then Safeguard Investment Advisory Group, LLC has made 14 purchases of VHT, at an average price of $243.94, for a total of 28,549.00 shares. In addition, there have been 2 sales at an average price of $239.55 for 1,547.00 shares. Based on historical transaction data and VHT's current price of $250.71, Safeguard Investment Advisory Group, LLC's estimated gain on his VHT holdings is $175,898.72, reflecting a 2.53% gain to date.
Safeguard Investment Advisory Group, LLC VHT ($250.71) Holding Chart
Safeguard Investment Advisory Group, LLC VHT ($250.71) 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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