Number of Shares
12,900.00
Current Holdings Value*
$4.20 Mil
% of Portfolio
2.49%
Total Estimate Gain
$2.95 Mil
% of Total Estimate Gain
52.64%

Axiom Financial Strategies, LLC's Vanguard Consumer Discretionary ETF Holding Summary

As of 2025-03-31, Axiom Financial Strategies, LLC held 12,900.00 shares of Vanguard Consumer Discretionary ETF(VCR), totaling $4.20 Mil. This investment constitutes 2.49% of their stock portfolio, and Axiom Financial Strategies, LLC now holds 0.08% of the outstanding Vanguard Consumer Discretionary ETF(VCR) stock.

The initial trade took place in 2020Q1. And since then Axiom Financial Strategies, LLC has made 9 purchases of VCR, at an average price of $209.42, for a total of 26,753.00 shares. In addition, there have been 10 sales at an average price of $272.51 for 13,853.00 shares. Based on historical transaction data and VCR's current price of $370.29, Axiom Financial Strategies, LLC's estimated gain on his VCR holdings is $2.95 Mil, reflecting a 52.64% gain to date.

Axiom Financial Strategies, LLC VCR ($370.29) Holding Chart

Axiom Financial Strategies, LLC VCR ($370.29) 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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