Castle Rock Wealth Management »

Vanguard Health Care ETF shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Vanguard Health Care ETF (VHT) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Vanguard Health Care ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Health Care ETF held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Health Care ETF by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $260k 1.0k 254.20
2023-09-30 $818k 3.5k 236.31
2023-06-30 $790k 3.3k 242.71
2023-03-31 $820k 3.4k 244.46
2022-12-31 $814k 3.3k 246.75
2022-09-30 $773k 3.4k 225.43
2022-06-30 $895k 3.7k 241.30
2022-03-31 $982k 3.8k 256.33
2021-12-31 $934k 3.9k 241.47
2021-09-30 $959k 3.7k 259.75
2021-06-30 $1.1M 4.3k 257.11
2021-03-31 $1.3M 5.2k 239.92
2020-12-31 $438k 1.9k 234.35
2020-06-30 $387k 1.9k 204.44
2020-03-31 $481k 2.5k 189.07
2019-12-31 $219k 1.1k 196.94
2018-03-31 $218k 1.4k 153.31