Jessup Wealth Management, Inc VXF Holdings History
Jessup Wealth Management, Inc's Vanguard Extended Market Index ETF Holding Summary
As of 2025-03-31, Jessup Wealth Management, Inc held 40,682.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $7.01 Mil. This investment constitutes 2.95% of their stock portfolio, and Jessup Wealth Management, Inc now holds 0.04% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.
The initial trade took place in 2024Q4. And since then Jessup Wealth Management, Inc has made 2 purchases of VXF, at an average price of $192.79, for a total of 40,682.00 shares. Based on historical transaction data and VXF's current price of $198.49, Jessup Wealth Management, Inc's estimated gain on his VXF holdings is $232,073.13, reflecting a 2.96% gain to date.
Jessup Wealth Management, Inc VXF ($198.49) Holding Chart
Jessup Wealth Management, Inc 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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