NRI Wealth Management LC VFH Holdings History
NRI Wealth Management LC's Vanguard Financials ETF Holding Summary
As of 2025-06-30, NRI Wealth Management LC held 33,621.00 shares of Vanguard Financials ETF(VFH), totaling $4.28 Mil. This investment constitutes 2.58% of their stock portfolio, and NRI Wealth Management LC now holds 0.04% of the outstanding Vanguard Financials ETF(VFH) stock.
The initial trade took place in 2023Q4. And since then NRI Wealth Management LC has made 2 purchases of VFH, at an average price of $116.68, for a total of 34,933.00 shares. In addition, there have been 1 sales at an average price of $100.49 for 1,312.00 shares. Based on historical transaction data and VFH's current price of $129.30, NRI Wealth Management LC's estimated gain on his VFH holdings is $402,922.78, reflecting a 9.88% gain to date.
NRI Wealth Management LC VFH ($129.30) Holding Chart
NRI Wealth Management LC VFH ($129.30) 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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