Tandem Wealth Advisors LLC VFH Holdings History
Tandem Wealth Advisors LLC's Vanguard Financials ETF Holding Summary
As of 2025-03-31, Tandem Wealth Advisors LLC held 25,293.00 shares of Vanguard Financials ETF(VFH), totaling $3.02 Mil. This investment constitutes 1.58% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0.03% of the outstanding Vanguard Financials ETF(VFH) stock.
The initial trade took place in 2025Q1. And since then Tandem Wealth Advisors LLC has made 1 purchases of VFH, at an average price of $121.84, for a total of 25,293.00 shares. Based on historical transaction data and VFH's current price of $127.18, Tandem Wealth Advisors LLC's estimated gain on his VFH holdings is $135,082.33, reflecting a 4.38% gain to date.
Tandem Wealth Advisors LLC VFH ($127.18) Holding Chart
Tandem Wealth Advisors LLC VFH ($127.18) 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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