Winthrop Capital Management, LLC VFH Holdings History
Winthrop Capital Management, LLC's Vanguard Financials ETF Holding Summary
As of 2025-03-31, Winthrop Capital Management, LLC held 99,962.00 shares of Vanguard Financials ETF(VFH), totaling $11.94 Mil. This investment constitutes 3.28% of their stock portfolio, and Winthrop Capital Management, LLC now holds 0.1% of the outstanding Vanguard Financials ETF(VFH) stock.
The initial trade took place in 2023Q4. And since then Winthrop Capital Management, LLC has made 3 purchases of VFH, at an average price of $89.00, for a total of 114,387.00 shares. In addition, there have been 2 sales at an average price of $116.57 for 14,425.00 shares. Based on historical transaction data and VFH's current price of $129.41, Winthrop Capital Management, LLC's estimated gain on his VFH holdings is $4.44 Mil, reflecting a 43.59% gain to date.
Winthrop Capital Management, LLC VFH ($129.41) Holding Chart
Winthrop Capital Management, LLC VFH ($129.41) 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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