Number of Shares
94,553.00
Current Holdings Value*
$12.04 Mil
% of Portfolio
6%
Total Estimate Gain
$3.49 Mil
% of Total Estimate Gain
19.26%

Marmo Financial Group, LLC's Vanguard Financials ETF Holding Summary

As of 2025-06-30, Marmo Financial Group, LLC held 94,553.00 shares of Vanguard Financials ETF(VFH), totaling $12.04 Mil. This investment constitutes 6% of their stock portfolio, and Marmo Financial Group, LLC now holds 0.1% of the outstanding Vanguard Financials ETF(VFH) stock.

The initial trade took place in 2023Q1. And since then Marmo Financial Group, LLC has made 4 purchases of VFH, at an average price of $97.60, for a total of 185,856.00 shares. In addition, there have been 6 sales at an average price of $103.61 for 91,303.00 shares. Based on historical transaction data and VFH's current price of $128.74, Marmo Financial Group, LLC's estimated gain on his VFH holdings is $3.49 Mil, reflecting a 19.26% gain to date.

Marmo Financial Group, LLC VFH ($128.74) Holding Chart

Marmo Financial 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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