Alta Wealth Advisors LLC Vanguard Health Care ETF Transaction History

Alta Wealth Advisors LLC

$226 Million
Q4 2024

A detailed history of Alta Wealth Advisors LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 2,664 shares of VHT stock, worth $724,208. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,664

Previous 2,696 1.19%

Holding current value

$724,208

Previous $760,000 11.18%

% of portfolio

0.3%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$250.81 - $283.3 $8,025 - $9,065	-32 Reduced 1.19%	2,664 $675,000
Q3 2024 Oct 18, 2024	SELL	$261.88 - $288.1 $10,475 - $11,524	-40 Reduced 1.46%	2,696 $760,000
Q1 2024 May 01, 2024	BUY	$253.63 - $270.54 $106,524 - $113,626	420 Added 18.13%	2,736 $740,000
Q4 2023 Feb 12, 2024	SELL	$223.1 - $251.09 $26,772 - $30,130	-120 Reduced 4.93%	2,316 $580,000
Q3 2023 Oct 19, 2023	SELL	$235.1 - $250.77 $23,510 - $25,077	-100 Reduced 3.94%	2,436 $572,000
Q2 2023 Jul 17, 2023	SELL	$234.11 - $249.3 $58,527 - $62,325	-250 Reduced 8.97%	2,536 $620,000
Q1 2023 Apr 21, 2023	SELL	$228.23 - $249.0 $17,117 - $18,675	-75 Reduced 2.62%	2,786 $664,000
Q4 2022 Jan 20, 2023	BUY	$224.15 - $255.96 $641,293 - $732,301	2,861 New	2,861 $0

Others Institutions Holding VHT

# of Institutions

1,137

Shares Held

25.2M

Call Options Held

37.3K

Put Options Held

11.1K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alta Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alta Wealth Advisors LLC with notifications on news.

Account

Alta Wealth Advisors LLC Vanguard Health Care ETF Transaction History