A detailed history of Wealth Management Resources, Inc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 4,432 shares of VHT stock, worth $1.16 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
4,432
Previous 23,355 81.02%
Holding current value
$1.16 Million
Previous $6.59 Million 82.94%
% of portfolio
0.41%
Previous 2.63%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

SELL
$250.81 - $283.3 $4.75 Million - $5.36 Million
-18,923 Reduced 81.02%
4,432 $1.12 Million
Q3 2024

Oct 31, 2024

SELL
$261.88 - $288.1 $56,827 - $62,517
-217 Reduced 0.92%
23,355 $6.59 Million
Q2 2024

Jul 17, 2024

SELL
$252.83 - $269.37 $193,667 - $206,337
-766 Reduced 3.15%
23,572 $6.27 Million
Q1 2024

Apr 19, 2024

SELL
$253.63 - $270.54 $43,370 - $46,262
-171 Reduced 0.7%
24,338 $6.58 Million
Q4 2023

Jan 19, 2024

BUY
$223.1 - $251.09 $5.47 Million - $6.15 Million
24,509 New
24,509 $6.14 Million

Others Institutions Holding VHT

About VANGUARD HEALTH CARE ETF


  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
Track This Portfolio

Track Wealth Management Resources, Inc. Portfolio

Follow Wealth Management Resources, Inc. 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 Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.