Kinloch Capital, LLC VFH Holdings History

Number of Shares
58,619.00
Current Holdings Value*
$7.00 Mil
% of Portfolio
3.35%
Total Estimate Gain
$3.60 Mil
% of Total Estimate Gain
27.67%

Kinloch Capital, LLC's Vanguard Financials ETF Holding Summary

As of 2025-03-31, Kinloch Capital, LLC held 58,619.00 shares of Vanguard Financials ETF(VFH), totaling $7.00 Mil. This investment constitutes 3.35% of their stock portfolio, and Kinloch Capital, LLC now holds 0.06% of the outstanding Vanguard Financials ETF(VFH) stock.

The initial trade took place in 2020Q4. And since then Kinloch Capital, LLC has made 8 purchases of VFH, at an average price of $83.49, for a total of 155,854.00 shares. In addition, there have been 4 sales at an average price of $92.83 for 97,235.00 shares. Based on historical transaction data and VFH's current price of $129.41, Kinloch Capital, LLC's estimated gain on his VFH holdings is $3.60 Mil, reflecting a 27.67% gain to date.

Kinloch Capital, LLC VFH ($129.41) Holding Chart

Kinloch Capital, LLC VFH ($129.41) 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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