Sector Rotation Fund VFH Holdings History

Number of Shares
25,000.00
Current Holdings Value*
$2.99 Mil
% of Portfolio
8.68%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
19.02%

Sector Rotation Fund's Vanguard Financials ETF Holding Summary

As of 2025-03-31, Starboard Investment Trust held 25,000.00 shares of Vanguard Financials ETF(VFH), totaling $2.99 Mil. This investment constitutes 8.68% of their stock portfolio, and Starboard Investment Trust now holds 0.03% of the outstanding Vanguard Financials ETF(VFH) stock.

The initial trade took place in 2020Q1. And since then Sector Rotation Fund has made 6 purchases of VFH, at an average price of $72.32, for a total of 117,000.00 shares. In addition, there have been 5 sales at an average price of $74.56 for 92,000.00 shares. Based on historical transaction data and VFH's current price of $128.46, Sector Rotation Fund's estimated gain on his VFH holdings is $1.61 Mil, reflecting a 19.02% gain to date.

Sector Rotation Fund VFH ($128.46) Holding Chart

Sector Rotation Fund VFH ($128.46) 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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