AdvicePeriod, LLC VXF Holdings History

Number of Shares
187,781.00
Current Holdings Value*
$35.41 Mil
% of Portfolio
2.3%
Total Estimate Gain
$12.54 Mil
% of Total Estimate Gain
47.55%

AdvicePeriod, LLC's Vanguard Extended Market Index ETF Holding Summary

As of 2021-06-30, AdvicePeriod, LLC held 187,781.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $35.41 Mil. This investment constitutes 2.3% of their stock portfolio, and AdvicePeriod, LLC now holds 0.2% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.

The initial trade took place in 2018Q2. And since then AdvicePeriod, LLC has made 12 purchases of VXF, at an average price of $131.01, for a total of 201,366.00 shares. In addition, there have been 1 sales at an average price of $121.02 for 13,585.00 shares. Based on historical transaction data and VXF's current price of $198.54, AdvicePeriod, LLC's estimated gain on his VXF holdings is $12.54 Mil, reflecting a 47.55% gain to date.

AdvicePeriod, LLC VXF ($198.54) Holding Chart

AdvicePeriod, LLC VXF ($198.54) 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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