Number of Shares
22,440.00
Current Holdings Value*
$5.55 Mil
% of Portfolio
3.29%
Total Estimate Gain
$2.59 Mil
% of Total Estimate Gain
43.62%

Axiom Financial Strategies, LLC's Vanguard Industrials ETF Holding Summary

As of 2025-03-31, Axiom Financial Strategies, LLC held 22,440.00 shares of Vanguard Industrials ETF(VIS), totaling $5.55 Mil. This investment constitutes 3.29% of their stock portfolio, and Axiom Financial Strategies, LLC now holds 0.11% of the outstanding Vanguard Industrials ETF(VIS) stock.

The initial trade took place in 2020Q1. And since then Axiom Financial Strategies, LLC has made 8 purchases of VIS, at an average price of $175.06, for a total of 33,935.00 shares. In addition, there have been 11 sales at an average price of $179.35 for 11,495.00 shares. Based on historical transaction data and VIS's current price of $288.33, Axiom Financial Strategies, LLC's estimated gain on his VIS holdings is $2.59 Mil, reflecting a 43.62% gain to date.

Axiom Financial Strategies, LLC VIS ($288.33) Holding Chart

Axiom Financial Strategies, LLC VIS ($288.33) 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 %

Top Ranked Articles

  • 1