Monterey Private Wealth, Inc. Vanguard Health Care ETF Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 812 shares of VHT stock, worth $229,422. This represents 0.06% of its overall portfolio holdings.

Number of Shares
812
Previous 811 0.12%
Holding current value
$229,422
Previous $205,000 4.39%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$254.06 - $273.83 $254 - $273
1 Added 0.12%
812 $214,000
Q4 2024

Jan 16, 2025
SELL
$250.81 - $283.3 $19,813 - $22,380
-79 Reduced 8.88%
811 $205,000
Q3 2024

Oct 03, 2024
BUY
$261.88 - $288.1 $233,073 - $256,409
890 New
890 $251,000

Others Institutions Holding VHT

# of Institutions
1,162
Shares Held
22.6M
Call Options Held
30.3K
Put Options Held
30.1K
View Full List

About VANGUARD HEALTH CARE ETF

VHT Quotes by TradingView
  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
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