Axiom Financial Strategies, LLC VFH Holdings History
Axiom Financial Strategies, LLC's Vanguard Financials ETF Holding Summary
As of 2025-03-31, Axiom Financial Strategies, LLC held 28,231.00 shares of Vanguard Financials ETF(VFH), totaling $3.37 Mil. This investment constitutes 2% of their stock portfolio, and Axiom Financial Strategies, LLC now holds 0.03% of the outstanding Vanguard Financials ETF(VFH) stock.
The initial trade took place in 2020Q1. And since then Axiom Financial Strategies, LLC has made 10 purchases of VFH, at an average price of $77.84, for a total of 128,368.00 shares. In addition, there have been 9 sales at an average price of $95.79 for 100,137.00 shares. Based on historical transaction data and VFH's current price of $128.46, Axiom Financial Strategies, LLC's estimated gain on his VFH holdings is $3.23 Mil, reflecting a 32.29% gain to date.
Axiom Financial Strategies, LLC VFH ($128.46) Holding Chart
Axiom Financial Strategies, LLC VFH ($128.46) 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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