Sector Rotation Fund VHT Holdings History

Number of Shares
15,000.00
Current Holdings Value*
$3.97 Mil
% of Portfolio
11.55%
Total Estimate Gain
$838,490.00
% of Total Estimate Gain
8.18%

Sector Rotation Fund's Vanguard Health Care ETF Holding Summary

As of 2025-03-31, Starboard Investment Trust held 15,000.00 shares of Vanguard Health Care ETF(VHT), totaling $3.97 Mil. This investment constitutes 11.55% of their stock portfolio, and Starboard Investment Trust now holds 0.02% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2020Q1. And since then Sector Rotation Fund has made 6 purchases of VHT, at an average price of $222.85, for a total of 46,000.00 shares. In addition, there have been 6 sales at an average price of $236.77 for 31,000.00 shares. Based on historical transaction data and VHT's current price of $249.97, Sector Rotation Fund's estimated gain on his VHT holdings is $838,490.00, reflecting a 8.18% gain to date.

Sector Rotation Fund VHT ($249.97) Holding Chart

Sector Rotation Fund VHT ($249.97) 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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