Liberty Wealth Management LLC Vanguard Health Care ETF Transaction History

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 7,332 shares of VHT stock, worth $1.97 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,332
Previous 7,094 3.35%
Holding current value
$1.97 Million
Previous $2 Million 7.05%
% of portfolio
0.32%
Previous 0.35%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$250.81 - $283.3 $59,692 - $67,425
238 Added 3.35%
7,332 $1.86 Million
Q3 2024

Nov 01, 2024
SELL
$261.88 - $288.1 $26,711 - $29,386
-102 Reduced 1.42%
7,094 $2 Million
Q2 2024

Aug 06, 2024
SELL
$252.83 - $269.37 $125,909 - $134,146
-498 Reduced 6.47%
7,196 $1.91 Million
Q1 2024

May 02, 2024
BUY
$253.63 - $270.54 $1.77 Million - $1.89 Million
6,972 Added 965.65%
7,694 $2.08 Million
Q4 2023

Feb 08, 2024
SELL
$223.1 - $251.09 $1.48 Million - $1.67 Million
-6,641 Reduced 90.19%
722 $181,000
Q3 2023

Nov 13, 2023
BUY
$235.1 - $250.77 $32,914 - $35,107
140 Added 1.94%
7,363 $1.73 Million
Q2 2023

Aug 10, 2023
BUY
$234.11 - $249.3 $27,156 - $28,918
116 Added 1.63%
7,223 $1.77 Million
Q1 2023

May 03, 2023
BUY
$228.23 - $249.0 $692,221 - $755,217
3,033 Added 74.45%
7,107 $1.69 Million
Q3 2022

Nov 15, 2022
BUY
$223.7 - $250.44 $55,253 - $61,858
247 Added 6.45%
4,074 $911,000
Q2 2022

Aug 15, 2022
BUY
$219.51 - $264.47 $14,926 - $17,983
68 Added 1.81%
3,827 $901,000
Q1 2022

May 09, 2022
BUY
$235.27 - $264.71 $32,702 - $36,794
139 Added 3.84%
3,759 $956,000
Q4 2021

Feb 15, 2022
SELL
$243.71 - $267.51 $99,921 - $109,679
-410 Reduced 10.17%
3,620 $963,000
Q3 2021

Nov 15, 2021
BUY
$247.16 - $265.84 $104,054 - $111,918
421 Added 11.67%
4,030 $1 Million
Q2 2021

Aug 13, 2021
SELL
$227.95 - $247.57 $194 Million - $211 Million
-852,401 Reduced 99.58%
3,609 $856,000
Q2 2021

Aug 13, 2021
BUY
$227.95 - $247.57 $194 Million - $211 Million
852,761 Added 26246.88%
856,010 $3.61 Million
Q4 2020

Feb 09, 2021
BUY
$198.15 - $223.73 $28,929 - $32,664
146 Added 4.71%
3,249 $748,000
Q3 2020

Nov 05, 2020
BUY
$194.1 - $209.76 $37,267 - $40,273
192 Added 6.6%
3,103 $633,000
Q2 2020

Aug 04, 2020
BUY
$159.59 - $198.15 $98,786 - $122,654
619 Added 27.01%
2,911 $561,000
Q1 2020

Apr 27, 2020
SELL
$139.96 - $197.23 $68,720 - $96,839
-491 Reduced 17.64%
2,292 $381,000
Q4 2019

Feb 05, 2020
SELL
$163.53 - $193.07 $23,875 - $28,188
-146 Reduced 4.98%
2,783 $534,000
Q2 2019

Jul 30, 2019
SELL
N/A
-39 Reduced 1.31%
2,929 $510,000
Q1 2019

Apr 18, 2019
BUY
N/A
5 Added 0.17%
2,968 $511,000
Q4 2018

Mar 26, 2019
BUY
N/A
2,963 New
2,963 $475,000

Others Institutions Holding VHT

# of Institutions
1,134
Shares Held
25.2M
Call Options Held
37.3K
Put Options Held
11.1K
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 Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management 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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email