Vest Gen Advisors, LLC Select Sector Spdr Fund Health Transaction History

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025

A detailed history of Vest Gen Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 7,354 shares of XLV stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,354
Previous 8,201 10.33%
Holding current value
$1.12 Million
Previous $1.11 Billion 7.43%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$129.01 - $139.72 $109,271 - $118,342
-847 Reduced 10.33%
7,354 $1.02 Billion
Q2 2025

Aug 13, 2025
SELL
$128.77 - $144.3 $19,830 - $22,222
-154 Reduced 1.84%
8,201 $1.11 Billion
Q1 2025

May 13, 2025
BUY
$137.61 - $149.68 $1.15 Million - $1.25 Million
8,355 New
8,355 $1.22 Billion

Others Institutions Holding XLV

# of Institutions
1,963
Shares Held
194M
Call Options Held
13.9M
Put Options Held
22.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Vest Gen Advisors, LLC Portfolio

Follow Vest Gen Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email