First Ascent Asset Management, LLC VXF Holdings History
First Ascent Asset Management, LLC's Vanguard Extended Market Index ETF Holding Summary
As of 2023-12-31, First Ascent Asset Management, LLC held 141,092.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $23.20 Mil. This investment constitutes 2.61% of their stock portfolio, and First Ascent Asset Management, LLC now holds 0.14% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.
The initial trade took place in 2020Q3. And since then First Ascent Asset Management, LLC has made 13 purchases of VXF, at an average price of $152.03, for a total of 146,960.00 shares. In addition, there have been 1 sales at an average price of $141.50 for 5,868.00 shares. Based on historical transaction data and VXF's current price of $198.49, First Ascent Asset Management, LLC's estimated gain on his VXF holdings is $6.49 Mil, reflecting a 29.06% gain to date.
First Ascent Asset Management, LLC VXF ($198.49) Holding Chart
First Ascent Asset Management, 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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