Wealth Management Solutions, LLC VHT Holdings History
Wealth Management Solutions, LLC's Vanguard Health Care ETF Holding Summary
As of 2023-09-30, Wealth Management Solutions, LLC held 47,169.00 shares of Vanguard Health Care ETF(VHT), totaling $11.09 Mil. This investment constitutes 7.6% of their stock portfolio, and Wealth Management Solutions, LLC now holds 0.07% of the outstanding Vanguard Health Care ETF(VHT) stock.
The initial trade took place in 2022Q1. And since then Wealth Management Solutions, LLC has made 6 purchases of VHT, at an average price of $241.97, for a total of 48,995.00 shares. In addition, there have been 1 sales at an average price of $243.76 for 1,826.00 shares. Based on historical transaction data and VHT's current price of $246.54, Wealth Management Solutions, LLC's estimated gain on his VHT holdings is $218,976.22, reflecting a 1.85% gain to date.
Wealth Management Solutions, LLC VHT ($246.54) Holding Chart
Wealth Management Solutions, LLC VHT ($246.54) 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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