Tumwater Wealth Management, LLC VHT Holdings History
Number of Shares
780.00
Current Holdings Value*
$206,490.00
% of Portfolio
0.11%
Total Estimate Gain
$-17,616.30
% of Total Estimate Gain
-8.48%
Tumwater Wealth Management, LLC's Vanguard Health Care ETF Holding Summary
As of 2025-03-31, Tumwater Wealth Management, LLC held 780.00 shares of Vanguard Health Care ETF(VHT), totaling $206,490.00. This investment constitutes 0.11% of their stock portfolio, and Tumwater Wealth Management, LLC now holds 0% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2025Q1. And since then Tumwater Wealth Management, LLC has made 1 purchases of VHT, at an average price of $266.40, for a total of 780.00 shares. Based on historical transaction data and VHT's current price of $243.82, Tumwater Wealth Management, LLC's estimated gain on his VHT holdings is $-17,616.30, reflecting a -8.48% gain to date.
Tumwater Wealth Management, LLC VHT ($243.82) Holding Chart
Tumwater Wealth Management, LLC VHT ($243.82) 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