Sovereign Financial Group, Inc. Vanguard Health Care ETF Transaction History

Sovereign Financial Group, Inc.

$536 Million
Q4 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 2,948 shares of VHT stock, worth $832,927. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,948

Previous 2,638 11.75%

Holding current value

$832,927

Previous $684,000 21.64%

% of portfolio

0.16%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$264.7 - $283.93 $82,057 - $88,018	310 Added 11.75%	2,948 $832,000
Q3 2025 Oct 17, 2025	BUY	$239.12 - $259.95 $355,810 - $386,805	1,488 Added 129.39%	2,638 $684,000
Q2 2025 Jul 25, 2025	SELL	$236.71 - $261.92 $57,520 - $63,646	-243 Reduced 17.44%	1,150 $285,000
Q1 2025 Apr 11, 2025	BUY	$254.06 - $273.83 $68,850 - $74,207	271 Added 24.15%	1,393 $366,000
Q4 2024 Jan 14, 2025	BUY	$250.81 - $283.3 $6,270 - $7,082	25 Added 2.28%	1,122 $284,000

Q3 2024 Oct 08, 2024	SELL	$261.88 - $288.1 $4,451 - $4,897	-17 Reduced 1.53%	1,097 $309,000
Q2 2024 Jul 15, 2024	SELL	$252.83 - $269.37 $13,652 - $14,545	-54 Reduced 4.62%	1,114 $296,000
Q1 2024 Apr 15, 2024	BUY	$253.63 - $270.54 $4,565 - $4,869	18 Added 1.57%	1,168 $315,000
Q4 2023 Feb 06, 2024	BUY	$223.1 - $251.09 $256,565 - $288,753	1,150 New	1,150 $288,000
Q4 2021 Feb 15, 2022	SELL	$243.71 - $267.51 $299,519 - $328,769	-1,229 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$247.16 - $265.84 $43,253 - $46,521	175 Added 16.6%	1,229 $304,000
Q1 2021 May 17, 2021	SELL	$218.21 - $236.79 $26,185 - $28,414	-120 Reduced 10.22%	1,054 $241,000
Q4 2020 Feb 16, 2021	BUY	$198.15 - $223.73 $232,628 - $262,659	1,174 New	1,174 $263,000

Others Institutions Holding VHT

# of Institutions

1,172

Shares Held

22.7M

Call Options Held

30.3K

Put Options Held

30.1K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

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Sovereign Financial Group, Inc. Vanguard Health Care ETF Transaction History