Number of Shares
146,211.00
Current Holdings Value*
$17.47 Mil
% of Portfolio
3.91%
Total Estimate Gain
$5.62 Mil
% of Total Estimate Gain
32.10%

Cedar Mountain Advisors, LLC's Vanguard Financials ETF Holding Summary

As of 2025-03-31, Cedar Mountain Advisors, LLC held 146,211.00 shares of Vanguard Financials ETF(VFH), totaling $17.47 Mil. This investment constitutes 3.91% of their stock portfolio, and Cedar Mountain Advisors, LLC now holds 0.12% of the outstanding Vanguard Financials ETF(VFH) stock.

The initial trade took place in 2019Q4. And since then Cedar Mountain Advisors, LLC has made 14 purchases of VFH, at an average price of $77.37, for a total of 226,126.00 shares. In addition, there have been 7 sales at an average price of $56.73 for 79,915.00 shares. Based on historical transaction data and VFH's current price of $127.06, Cedar Mountain Advisors, LLC's estimated gain on his VFH holdings is $5.62 Mil, reflecting a 32.10% gain to date.

Cedar Mountain Advisors, LLC VFH ($127.06) Holding Chart

Cedar Mountain Advisors, LLC VFH ($127.06) 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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