First Purpose Wealth LLC Vanguard Health Care ETF Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, First Purpose Wealth LLC holds 2,091 shares of VHT stock, worth $566,180. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,091
Previous 1,547 35.16%
Holding current value
$566,180
Previous $387,000 45.99%
% of portfolio
0.21%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$253.63 - $270.54 $137,974 - $147,173
544 Added 35.16%
2,091 $565,000
Q4 2023

Apr 22, 2024
BUY
$223.1 - $251.09 $71,838 - $80,850
322 Added 26.29%
1,547 $387,000
Q3 2023

Oct 30, 2023
SELL
$235.1 - $250.77 $19,983 - $21,315
-85 Reduced 6.49%
1,225 $287,000
Q2 2023

Jul 21, 2023
BUY
$234.11 - $249.3 $69,998 - $74,540
299 Added 29.57%
1,310 $320,000
Q1 2023

May 03, 2023
BUY
$228.23 - $249.0 $14,378 - $15,687
63 Added 6.65%
1,011 $241,000
Q4 2022

Jan 26, 2023
BUY
$224.15 - $255.96 $896 - $1,023
4 Added 0.42%
948 $0
Q3 2022

Oct 24, 2022
BUY
$223.7 - $250.44 $211,172 - $236,415
944 New
944 $211,000
Q2 2022

Jul 25, 2022
SELL
$219.51 - $264.47 $282,509 - $340,372
-1,287 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
$235.27 - $264.71 $66,581 - $74,912
283 Added 28.19%
1,287 $327,000
Q4 2021

Feb 24, 2022
BUY
$243.71 - $267.51 $244,684 - $268,580
1,004 New
1,004 $267,000

Others Institutions Holding VHT

# of Institutions
1,109
Shares Held
24.3M
Call Options Held
32.3K
Put Options Held
7.46K
View Full List

About VANGUARD HEALTH CARE ETF

VHT Quotes by TradingView
  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on First Purpose Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email