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Chokshi & Queen Wealth Advisors, Inc: VHT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chokshi & Queen Wealth Advisors, Inc on VHT, newest first. How the timeline and the estimate are built.

Chokshi & Queen Wealth Advisors, Inc held 21,584 VHT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,584 shares
    Change vs previous 13F +669 shares

    2.99% of the 13F portfolio, value $6,453,897.

    13F-HR 0001172661-26-003523 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,915 shares
    Change vs previous 13F -403 shares

    3.04% of the 13F portfolio, value $5,695,813.

    13F-HR 0001172661-26-002404 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,318 shares
    Change vs previous 13F -336 shares

    3.21% of the 13F portfolio, value $6,136,613.

    13F-HR 0001172661-26-000922 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,654 shares
    Change vs previous 13F -1,511 shares

    2.98% of the 13F portfolio, value $5,621,410.

    13F-HR 0001172661-25-004409 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,165 shares
    Change vs previous 13F +287 shares

    3.3% of the 13F portfolio, value $5,752,902.

    13F-HR 0001172661-25-002805 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,878 shares
    Change vs previous 13F -419 shares

    4.01% of the 13F portfolio, value $6,056,756.

    13F-HR 0001172661-25-002421 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,297 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $5,910,159.

    13F-HR 0001172661-25-001339 filed by Chokshi & Queen Wealth Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).