Roger Wittlin Investment Advisory, LLC Vanguard Health Care ETF Transaction History

Roger Wittlin Investment Advisory, LLC

$176 Million
Q4 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 892 shares of VHT stock, worth $242,222. This represents 0.13% of its overall portfolio holdings.

Number of Shares

892

Previous 886 0.68%

Holding current value

$242,222

Previous $250,000 9.6%

% of portfolio

0.13%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$250.81 - $283.3 $1,504 - $1,699	6 Added 0.68%	892 $226,000
Q3 2024 Nov 08, 2024	BUY	$261.88 - $288.1 $1,047 - $1,152	4 Added 0.45%	886 $250,000
Q1 2024 May 02, 2024	BUY	$253.63 - $270.54 $760 - $811	3 Added 0.34%	882 $238,000
Q4 2023 Jan 23, 2024	BUY	$223.1 - $251.09 $1,338 - $1,506	6 Added 0.69%	879 $220,000
Q3 2023 Nov 14, 2023	SELL	$235.1 - $250.77 $281,649 - $300,422	-1,198 Reduced 57.85%	873 $205,000
Q1 2023 May 12, 2023	BUY	$228.23 - $249.0 $12,096 - $13,197	53 Added 2.63%	2,071 $493,000
Q4 2022 Feb 10, 2023	BUY	$224.15 - $255.96 $452,334 - $516,527	2,018 New	2,018 $500,000
Q2 2022 Jul 25, 2022	BUY	$219.51 - $264.47 $1,536 - $1,851	7 Added 0.35%	2,003 $471,000
Q1 2022 May 16, 2022	BUY	$235.27 - $264.71 $469,598 - $528,361	1,996 New	1,996 $507,000

Others Institutions Holding VHT

# of Institutions

1,140

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

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Roger Wittlin Investment Advisory, LLC Vanguard Health Care ETF Transaction History