West Branch Capital LLC Vaneck ETF Tr Preferred Securi Transaction History

West Branch Capital LLC

$364 Million
Q4 2025

A detailed history of West Branch Capital LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, West Branch Capital LLC holds 674 shares of PFXF stock, worth $11,821. This represents 0.0% of its overall portfolio holdings.

Number of Shares

674

Previous 656 2.74%

Holding current value

$11,821

Previous $11,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$17.44 - $18.04 $313 - $324	18 Added 2.74%	674 $11,000
Q3 2025 Oct 20, 2025	BUY	$17.13 - $17.98 $188 - $197	11 Added 1.71%	656 $11,000
Q2 2025 Jul 16, 2025	SELL	$15.52 - $17.13 $2,917 - $3,220	-188 Reduced 22.57%	645 $11,000
Q1 2025 Apr 16, 2025	BUY	$16.76 - $17.69 $5,028 - $5,307	300 Added 56.29%	833 $14,000
Q1 2024 Apr 23, 2024	BUY	$17.16 - $17.98 $51 - $53	3 Added 0.57%	533 $9,000

Q4 2023 Jan 19, 2024	BUY	$15.7 - $17.41 $141 - $156	9 Added 1.73%	530 $9,000
Q3 2023 Oct 20, 2023	BUY	$16.71 - $17.63 $116 - $123	7 Added 1.36%	521 $8,000
Q2 2023 Aug 04, 2023	BUY	$16.91 - $17.69 $118 - $123	7 Added 1.38%	514 $9,000
Q1 2023 Apr 20, 2023	BUY	$16.81 - $18.58 $33 - $37	2 Added 0.4%	507 $8,000
Q4 2022 Jan 27, 2023	BUY	$16.39 - $17.65 $65 - $70	4 Added 0.8%	505 $0
Q2 2021 Aug 17, 2021	BUY	$20.68 - $21.34 $10,360 - $10,691	501 New	501 $0

Others Institutions Holding PFXF

# of Institutions

201

Shares Held

31.7M

Call Options Held

Put Options Held

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About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
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West Branch Capital LLC Vaneck ETF Tr Preferred Securi Transaction History