Circle Wealth Management, LLC's ownership history for VHT

Circle Wealth Management, LLC currently holds 17.6K shares with a market value of $4.6M. It started holding VHT on 2024-09-30. At its peak, it held 29.5K shares on 2024-12-31. Its highest holding value was $7.5M on 2024-12-31. At its lowest, it held 17.6K shares on 2025-06-30, with a value of $4.4M on 2025-06-30. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 4.3K. In the recent year, Circle Wealth Management, LLC has decreased its shares by 4.7K.