Number of Shares
26,484.00
Current Holdings Value*
$5.10 Mil
% of Portfolio
8.41%
Total Estimate Gain
$154,104.54
% of Total Estimate Gain
2.92%

Charis Legacy Partners, LLC's Vanguard Extended Market Index ETF Holding Summary

As of 2025-06-30, Charis Legacy Partners, LLC held 26,484.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $5.10 Mil. This investment constitutes 8.41% of their stock portfolio, and Charis Legacy Partners, LLC now holds 0.02% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.

The initial trade took place in 2024Q4. And since then Charis Legacy Partners, LLC has made 1 purchases of VXF, at an average price of $192.55, for a total of 27,440.00 shares. In addition, there have been 1 sales at an average price of $189.24 for 956.00 shares. Based on historical transaction data and VXF's current price of $198.49, Charis Legacy Partners, LLC's estimated gain on his VXF holdings is $154,104.54, reflecting a 2.92% gain to date.

Charis Legacy Partners, LLC VXF ($198.49) Holding Chart

Charis Legacy Partners, 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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