Number of Shares
135,356.00
Current Holdings Value*
$16.17 Mil
% of Portfolio
4.05%
Total Estimate Gain
$8.35 Mil
% of Total Estimate Gain
46.13%

CMH Wealth Management LLC's Vanguard Financials ETF Holding Summary

As of 2025-03-31, CMH Wealth Management LLC held 135,356.00 shares of Vanguard Financials ETF(VFH), totaling $16.17 Mil. This investment constitutes 4.05% of their stock portfolio, and CMH Wealth Management LLC now holds 0.11% of the outstanding Vanguard Financials ETF(VFH) stock.

The initial trade took place in 2018Q2. And since then CMH Wealth Management LLC has made 18 purchases of VFH, at an average price of $70.06, for a total of 258,294.00 shares. In addition, there have been 10 sales at an average price of $76.21 for 122,938.00 shares. Based on historical transaction data and VFH's current price of $126.14, CMH Wealth Management LLC's estimated gain on his VFH holdings is $8.35 Mil, reflecting a 46.13% gain to date.

CMH Wealth Management LLC VFH ($126.14) Holding Chart

CMH Wealth Management LLC VFH ($126.14) 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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