Bestgate Wealth Advisors, LLC VXF Holdings History
Number of Shares
8,727.00
Current Holdings Value*
$1.50 Mil
% of Portfolio
3.12%
Total Estimate Gain
$60,064.10
% of Total Estimate Gain
3.59%
Bestgate Wealth Advisors, LLC's Vanguard Extended Market Index ETF Holding Summary
As of 2025-06-30, Bestgate Wealth Advisors, LLC held 8,727.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $1.50 Mil. This investment constitutes 3.12% of their stock portfolio, and Bestgate Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.
The initial trade took place in 2024Q4. And since then Bestgate Wealth Advisors, LLC has made 1 purchases of VXF, at an average price of $191.76, for a total of 8,727.00 shares. Based on historical transaction data and VXF's current price of $198.64, Bestgate Wealth Advisors, LLC's estimated gain on his VXF holdings is $60,064.10, reflecting a 3.59% gain to date.
Bestgate Wealth Advisors, LLC VXF ($198.64) Holding Chart
Bestgate Wealth Advisors, LLC VXF ($198.64) 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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