THEORY FINANCIAL LLC VFH Holdings History
THEORY FINANCIAL LLC's Vanguard Financials ETF Holding Summary
As of 2024-12-31, THEORY FINANCIAL LLC held 137,715.00 shares of Vanguard Financials ETF(VFH), totaling $16.26 Mil. This investment constitutes 6.8% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0.15% of the outstanding Vanguard Financials ETF(VFH) stock.
The initial trade took place in 2022Q1. And since then THEORY FINANCIAL LLC has made 8 purchases of VFH, at an average price of $98.86, for a total of 146,823.00 shares. In addition, there have been 3 sales at an average price of $102.24 for 9,108.00 shares. Based on historical transaction data and VFH's current price of $115.19, THEORY FINANCIAL LLC's estimated gain on his VFH holdings is $2.28 Mil, reflecting a 15.70% gain to date.
THEORY FINANCIAL LLC VFH ($115.19) Holding Chart
THEORY FINANCIAL LLC VFH ($115.19) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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