Guerra Advisors Inc VFH Holdings History
Number of Shares
38,944.00
Current Holdings Value*
$4.65 Mil
% of Portfolio
2.6%
Total Estimate Gain
$258,198.72
% of Total Estimate Gain
5.44%
Guerra Advisors Inc's Vanguard Financials ETF Holding Summary
As of 2025-03-31, Guerra Advisors Inc held 38,944.00 shares of Vanguard Financials ETF(VFH), totaling $4.65 Mil. This investment constitutes 2.6% of their stock portfolio, and Guerra Advisors Inc now holds 0.03% of the outstanding Vanguard Financials ETF(VFH) stock.
The initial trade took place in 2025Q1. And since then Guerra Advisors Inc has made 1 purchases of VFH, at an average price of $121.84, for a total of 38,944.00 shares. Based on historical transaction data and VFH's current price of $128.47, Guerra Advisors Inc's estimated gain on his VFH holdings is $258,198.72, reflecting a 5.44% gain to date.
Guerra Advisors Inc VFH ($128.47) Holding Chart
Guerra Advisors Inc VFH ($128.47) 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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