Number of Shares
77,824.00
Current Holdings Value*
$7.97 Mil
% of Portfolio
4.17%
Total Estimate Gain
$2.57 Mil
% of Total Estimate Gain
24.37%

WFA Asset Management Corp's Vanguard Financials ETF Holding Summary

As of 2025-03-31, WFA Asset Management Corp held 77,824.00 shares of Vanguard Financials ETF(VFH), totaling $7.97 Mil. This investment constitutes 4.17% of their stock portfolio, and WFA Asset Management Corp now holds 0.07% of the outstanding Vanguard Financials ETF(VFH) stock.

The initial trade took place in 2021Q4. And since then WFA Asset Management Corp has made 9 purchases of VFH, at an average price of $97.47, for a total of 108,301.00 shares. In addition, there have been 4 sales at an average price of $102.73 for 30,477.00 shares. Based on historical transaction data and VFH's current price of $128.46, WFA Asset Management Corp's estimated gain on his VFH holdings is $2.57 Mil, reflecting a 24.37% gain to date.

WFA Asset Management Corp VFH ($128.46) Holding Chart

WFA Asset Management Corp 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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