Summit Financial Strategies, Inc. Vanguard Health Care ETF Transaction History

Summit Financial Strategies, Inc.

$836 Million
Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,706 shares of VHT stock, worth $458,538. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,706

Previous 1,718 0.7%

Holding current value

$458,538

Previous $484,000 10.74%

% of portfolio

0.05%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$250.81 - $283.3 $3,009 - $3,399	-12 Reduced 0.7%	1,706 $432,000
Q3 2024 Oct 16, 2024	BUY	$261.88 - $288.1 $32,473 - $35,724	124 Added 7.78%	1,718 $484,000
Q4 2023 Feb 13, 2024	SELL	$223.1 - $251.09 $28,333 - $31,888	-127 Reduced 7.38%	1,594 $399,000
Q3 2023 Oct 24, 2023	SELL	$235.1 - $250.77 $23,510 - $25,077	-100 Reduced 5.49%	1,721 $404,000
Q2 2023 Jul 21, 2023	SELL	$234.11 - $249.3 $38,628 - $41,134	-165 Reduced 8.31%	1,821 $445,000
Q4 2021 Feb 03, 2022	SELL	$243.71 - $267.51 $231,524 - $254,134	-950 Reduced 32.36%	1,986 $529,000
Q2 2021 Aug 11, 2021	BUY	$227.95 - $247.57 $669,261 - $726,865	2,936 New	2,936 $726,000
Q1 2021 May 11, 2021	SELL	$218.21 - $236.79 $433,365 - $470,264	-1,986 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$198.15 - $223.73 $19,815 - $22,373	100 Added 5.3%	1,986 $444,000
Q2 2020 Jul 31, 2020	SELL	$159.59 - $198.15 $11,650 - $14,464	-73 Reduced 3.73%	1,886 $363,000
Q3 2018 Nov 09, 2018	BUY	N/A	1,959 New	1,959 $353,000

Others Institutions Holding VHT

# of Institutions

1,133

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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Summit Financial Strategies, Inc. Vanguard Health Care ETF Transaction History