Number of Shares
200,037.00
Current Holdings Value*
$38.55 Mil
% of Portfolio
16.29%
Total Estimate Gain
$10.59 Mil
% of Total Estimate Gain
26.95%

ACT WEALTH MANAGEMENT, LLC's Vanguard Extended Market Index ETF Holding Summary

As of 2025-06-30, ACT WEALTH MANAGEMENT, LLC held 200,037.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $38.55 Mil. This investment constitutes 16.29% of their stock portfolio, and ACT WEALTH MANAGEMENT, LLC now holds 0.19% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.

The initial trade took place in 2020Q4. And since then ACT WEALTH MANAGEMENT, LLC has made 10 purchases of VXF, at an average price of $151.15, for a total of 259,998.00 shares. In addition, there have been 7 sales at an average price of $171.01 for 59,961.00 shares. Based on historical transaction data and VXF's current price of $198.15, ACT WEALTH MANAGEMENT, LLC's estimated gain on his VXF holdings is $10.59 Mil, reflecting a 26.95% gain to date.

ACT WEALTH MANAGEMENT, LLC VXF ($198.15) Holding Chart

ACT WEALTH MANAGEMENT, LLC VXF ($198.15) 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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