Vanguard Health Care ETF shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Vanguard Health Care ETF (VHT) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Vanguard Health Care ETF
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All positions including Vanguard Health Care ETF held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Health Care ETF by Monticello Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $291k | 1.1k | 270.52 |
2024-06-30 | $286k | 1.1k | 266.00 |
2024-03-31 | $291k | 1.1k | 270.52 |
2023-12-31 | $289k | 1.2k | 250.70 |
2023-09-30 | $271k | 1.2k | 235.10 |
2023-06-30 | $283k | 1.2k | 244.82 |
2023-03-31 | $276k | 1.2k | 239.12 |
2022-12-31 | $286k | 1.2k | 248.05 |
2022-09-30 | $258k | 1.2k | 223.57 |
2022-06-30 | $272k | 1.2k | 235.70 |
2022-03-31 | $293k | 1.2k | 253.90 |
2021-09-30 | $290k | 1.2k | 247.02 |
2021-06-30 | $265k | 1.1k | 246.74 |
2021-03-31 | $246k | 1.1k | 229.05 |
2020-12-31 | $240k | 1.1k | 223.46 |
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