EXECUTIVE WEALTH GROUP LLC VFH Holdings History
EXECUTIVE WEALTH GROUP LLC's Vanguard Financials ETF Holding Summary
As of 2024-03-31, EXECUTIVE WEALTH GROUP LLC held 322,226.00 shares of Vanguard Financials ETF(VFH), totaling $31.61 Mil. This investment constitutes 6.58% of their stock portfolio, and EXECUTIVE WEALTH GROUP LLC now holds -% of the outstanding Vanguard Financials ETF(VFH) stock.
The initial trade took place in 2019Q1. And since then EXECUTIVE WEALTH GROUP LLC has made 11 purchases of VFH, at an average price of $84.59, for a total of 341,604.00 shares. In addition, there have been 8 sales at an average price of $84.82 for 19,378.00 shares. Based on historical transaction data and VFH's current price of $128.74, EXECUTIVE WEALTH GROUP LLC's estimated gain on his VFH holdings is $14.23 Mil, reflecting a 49.25% gain to date.
EXECUTIVE WEALTH GROUP LLC VFH ($128.74) Holding Chart
EXECUTIVE WEALTH GROUP LLC VFH ($128.74) 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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