Number of Shares
22,070.00
Current Holdings Value*
$3.80 Mil
% of Portfolio
3.21%
Total Estimate Gain
$128,158.20
% of Total Estimate Gain
3.01%

Accredited Wealth Management, LLC's Vanguard Extended Market Index ETF Holding Summary

As of 2025-03-31, Accredited Wealth Management, LLC held 22,070.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $3.80 Mil. This investment constitutes 3.21% of their stock portfolio, and Accredited Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.

The initial trade took place in 2024Q4. And since then Accredited Wealth Management, LLC has made 1 purchases of VXF, at an average price of $192.83, for a total of 22,070.00 shares. Based on historical transaction data and VXF's current price of $198.64, Accredited Wealth Management, LLC's estimated gain on his VXF holdings is $128,158.20, reflecting a 3.01% gain to date.

Accredited Wealth Management, LLC VXF ($198.64) Holding Chart

Accredited Wealth Management, LLC VXF ($198.64) 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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