Beacon Harbor Wealth Advisors, Inc. VXF Holdings History
Beacon Harbor Wealth Advisors, Inc.'s Vanguard Extended Market Index ETF Holding Summary
As of 2025-03-31, Beacon Harbor Wealth Advisors, Inc. held 136,177.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $23.46 Mil. This investment constitutes 5.45% of their stock portfolio, and Beacon Harbor Wealth Advisors, Inc. now holds 0.11% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.
The initial trade took place in 2019Q2. And since then Beacon Harbor Wealth Advisors, Inc. has made 13 purchases of VXF, at an average price of $145.29, for a total of 572,267.00 shares. In addition, there have been 9 sales at an average price of $146.19 for 436,090.00 shares. Based on historical transaction data and VXF's current price of $197.36, Beacon Harbor Wealth Advisors, Inc.'s estimated gain on his VXF holdings is $7.49 Mil, reflecting a 9.00% gain to date.
Beacon Harbor Wealth Advisors, Inc. VXF ($197.36) Holding Chart
Beacon Harbor Wealth Advisors, Inc. VXF ($197.36) 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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