Summit Wealth Group, LLC Vanguard Health Care ETF Transaction History

Summit Wealth Group, LLC

$345 Million
Q4 2024

A detailed history of Summit Wealth Group, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 23,909 shares of VHT stock, worth $6.5 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

23,909

Previous 23,118 3.42%

Holding current value

$6.5 Million

Previous $6.52 Million 7.02%

% of portfolio

1.76%

Previous 1.88%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$250.81 - $283.3 $198,390 - $224,090	791 Added 3.42%	23,909 $6.07 Million
Q3 2024 Nov 08, 2024	SELL	$261.88 - $288.1 $147,962 - $162,776	-565 Reduced 2.39%	23,118 $6.52 Million
Q2 2024 Jul 31, 2024	BUY	$252.83 - $269.37 $167,120 - $178,053	661 Added 2.87%	23,683 $6.3 Million
Q1 2024 May 01, 2024	BUY	$253.63 - $270.54 $175,004 - $186,672	690 Added 3.09%	23,022 $6.23 Million
Q4 2023 Jan 30, 2024	BUY	$223.1 - $251.09 $290,699 - $327,170	1,303 Added 6.2%	22,332 $5.6 Million
Q3 2023 Oct 31, 2023	BUY	$235.1 - $250.77 $118,725 - $126,638	505 Added 2.46%	21,029 $4.94 Million
Q2 2023 Jul 26, 2023	SELL	$234.11 - $249.3 $947 Million - $1.01 Billion	-4,044,981 Reduced 99.5%	20,524 $5.03 Million
Q1 2023 May 10, 2023	BUY	$228.23 - $249.0 $928 Million - $1.01 Billion	4,065,505 New	4,065,505 $17,000

Others Institutions Holding VHT

# of Institutions

1,135

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 Wealth Group, LLC Vanguard Health Care ETF Transaction History