Number of Shares
3.75 Mil
Current Holdings Value*
$1.96 Bil
% of Portfolio
3.45%
Total Estimate Gain
$-486.35 Mil
% of Total Estimate Gain
-23.39%

Vanguard Equity Income Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, VANGUARD FENWAY FUNDS held 3.75 Mil shares of UnitedHealth Group Inc(UNH), totaling $1.96 Bil. This investment constitutes 3.45% of their stock portfolio, and VANGUARD FENWAY FUNDS now holds 0.41% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then Vanguard Equity Income Fund has made 10 purchases of UNH, at an average price of $426.12, for a total of 4.88 Mil shares. In addition, there have been 11 sales at an average price of $484.49 for 1.13 Mil shares. Based on historical transaction data and UNH's current price of $278.58, Vanguard Equity Income Fund's estimated gain on his UNH holdings is $-486.35 Mil, reflecting a -23.39% gain to date.

Vanguard Equity Income Fund UNH ($278.58) Holding Chart

Vanguard Equity Income Fund UNH ($278.58) 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