Beta Wealth Group, Inc. Vanguard Health Care ETF Transaction History

Beta Wealth Group, Inc.

$206 Million
Q4 2024

A detailed history of Beta Wealth Group, Inc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 19,480 shares of VHT stock, worth $4.79 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

19,480

Previous 19,094 2.02%

Holding current value

$4.79 Million

Previous $5.39 Million 8.3%

% of portfolio

2.4%

Previous 2.66%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$250.81 - $283.3 $96,812 - $109,353	386 Added 2.02%	19,480 $4.94 Million
Q3 2024 Nov 01, 2024	SELL	$261.88 - $288.1 $1.25 Million - $1.37 Million	-4,759 Reduced 19.95%	19,094 $5.39 Million
Q2 2024 Aug 12, 2024	BUY	$252.83 - $269.37 $33,373 - $35,556	132 Added 0.56%	23,853 $6.34 Million
Q1 2024 May 14, 2024	BUY	$253.63 - $270.54 $3.7 Million - $3.95 Million	14,604 Added 160.18%	23,721 $6.42 Million
Q4 2023 Feb 09, 2024	SELL	$223.1 - $251.09 $267,050 - $300,554	-1,197 Reduced 11.61%	9,117 $2.29 Million
Q3 2023 Nov 13, 2023	SELL	$235.1 - $250.77 $84,400 - $90,026	-359 Reduced 3.36%	10,314 $2.42 Million
Q2 2023 Aug 11, 2023	SELL	$234.11 - $249.3 $114,479 - $121,907	-489 Reduced 4.38%	10,673 $2.61 Million
Q1 2023 May 09, 2023	SELL	$228.23 - $249.0 $2.09 Million - $2.28 Million	-9,140 Reduced 45.02%	11,162 $2.66 Million
Q4 2022 Feb 10, 2023	SELL	$224.15 - $255.96 $106,919 - $122,092	-477 Reduced 2.3%	20,302 $5.04 Million
Q3 2022 Nov 01, 2022	BUY	$223.7 - $250.44 $367,091 - $410,972	1,641 Added 8.57%	20,779 $4.65 Million
Q2 2022 Aug 05, 2022	BUY	$219.51 - $264.47 $4.2 Million - $5.06 Million	19,138 New	19,138 $4.51 Million

Others Institutions Holding VHT

# of Institutions

1,157

Shares Held

24.6M

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

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Beta Wealth Group, Inc. Vanguard Health Care ETF Transaction History