Number of Shares
4,166.00
Current Holdings Value*
$1.10 Mil
% of Portfolio
0.28%
Total Estimate Gain
$2.75 Mil
% of Total Estimate Gain
27.69%

Triangle Securities Wealth Management's Vanguard Health Care ETF Holding Summary

As of 2025-03-31, Triangle Securities Wealth Management held 4,166.00 shares of Vanguard Health Care ETF(VHT), totaling $1.10 Mil. This investment constitutes 0.28% of their stock portfolio, and Triangle Securities Wealth Management now holds 0.01% of the outstanding Vanguard Health Care ETF(VHT) stock.

The initial trade took place in 2014Q2. And since then Triangle Securities Wealth Management has made 17 purchases of VHT, at an average price of $138.16, for a total of 71,795.00 shares. In addition, there have been 5 sales at an average price of $172.03 for 67,629.00 shares. Based on historical transaction data and VHT's current price of $247.79, Triangle Securities Wealth Management's estimated gain on his VHT holdings is $2.75 Mil, reflecting a 27.69% gain to date.

Triangle Securities Wealth Management VHT ($247.79) Holding Chart

Triangle Securities Wealth Management 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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