Number of Shares
69,966.00
Current Holdings Value*
$8.36 Mil
% of Portfolio
8.66%
Total Estimate Gain
$1.79 Mil
% of Total Estimate Gain
24.52%

Wall Street Financial Group, Inc.'s Vanguard Financials ETF Holding Summary

As of 2025-03-31, Wall Street Financial Group, Inc. held 69,966.00 shares of Vanguard Financials ETF(VFH), totaling $8.36 Mil. This investment constitutes 8.66% of their stock portfolio, and Wall Street Financial Group, Inc. now holds 0.06% of the outstanding Vanguard Financials ETF(VFH) stock.

The initial trade took place in 2024Q2. And since then Wall Street Financial Group, Inc. has made 2 purchases of VFH, at an average price of $103.34, for a total of 70,525.00 shares. In addition, there have been 1 sales at an average price of $121.84 for 559.00 shares. Based on historical transaction data and VFH's current price of $128.74, Wall Street Financial Group, Inc.'s estimated gain on his VFH holdings is $1.79 Mil, reflecting a 24.52% gain to date.

Wall Street Financial Group, Inc. VFH ($128.74) Holding Chart

Wall Street Financial Group, Inc. 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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