Vanguard Health Care ETF shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Vanguard Health Care ETF (VHT) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Vanguard Health Care ETF
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Quarterly reported holdings in Vanguard Health Care ETF by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.3M | 22k | 282.20 |
| 2024-06-30 | $5.9M | 22k | 266.00 |
| 2024-03-31 | $7.4M | 27k | 270.52 |
| 2023-12-31 | $7.1M | 28k | 250.70 |
| 2023-09-30 | $6.5M | 27k | 235.10 |
| 2023-06-30 | $6.7M | 27k | 244.82 |
| 2023-03-31 | $6.3M | 26k | 238.46 |
| 2022-12-31 | $6.4M | 26k | 248.05 |
| 2022-09-30 | $5.6M | 25k | 223.71 |
| 2022-06-30 | $5.6M | 24k | 235.48 |
| 2022-03-31 | $10M | 41k | 254.40 |
| 2021-12-31 | $4.6M | 17k | 266.41 |
| 2021-09-30 | $4.7M | 19k | 247.19 |
| 2021-06-30 | $4.7M | 19k | 247.13 |
| 2021-03-31 | $4.2M | 18k | 228.76 |
| 2020-12-31 | $4.0M | 18k | 223.76 |
| 2020-09-30 | $3.6M | 18k | 203.99 |
| 2020-06-30 | $3.4M | 18k | 192.63 |
| 2020-03-31 | $2.9M | 17k | 166.07 |
| 2019-12-31 | $2.5M | 13k | 191.78 |
| 2019-09-30 | $2.2M | 13k | 167.69 |
| 2019-06-30 | $2.3M | 13k | 173.91 |
| 2019-03-31 | $2.2M | 13k | 172.52 |
| 2018-12-31 | $2.0M | 13k | 160.64 |
| 2018-09-30 | $2.3M | 13k | 180.45 |
| 2018-06-30 | $2.0M | 13k | 159.16 |
| 2018-03-31 | $1.9M | 13k | 153.52 |
| 2017-12-31 | $1.9M | 12k | 154.10 |
| 2017-09-30 | $1.9M | 12k | 152.27 |
| 2017-06-30 | $1.8M | 12k | 147.40 |
| 2017-03-31 | $1.7M | 12k | 137.80 |
| 2016-12-31 | $1.6M | 12k | 126.72 |