Beacon Pointe Wealth Advisors, LLC VXF Holdings History
Beacon Pointe Wealth Advisors, LLC's Vanguard Extended Market Index ETF Holding Summary
As of 2019-12-31, Beacon Pointe Wealth Advisors, LLC held 120,377.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $15.16 Mil. This investment constitutes 2.87% of their stock portfolio, and Beacon Pointe Wealth Advisors, LLC now holds 0.13% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.
The initial trade took place in 2019Q1. And since then Beacon Pointe Wealth Advisors, LLC has made 3 purchases of VXF, at an average price of $112.66, for a total of 123,343.00 shares. In addition, there have been 1 sales at an average price of $121.02 for 2,966.00 shares. Based on historical transaction data and VXF's current price of $198.49, Beacon Pointe Wealth Advisors, LLC's estimated gain on his VXF holdings is $10.36 Mil, reflecting a 74.53% gain to date.
Beacon Pointe Wealth Advisors, LLC VXF ($198.49) Holding Chart
Beacon Pointe Wealth Advisors, LLC VXF ($198.49) 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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