Number of Shares
64,226.00
Current Holdings Value*
$11.06 Mil
% of Portfolio
10.34%
Total Estimate Gain
$363,953.23
% of Total Estimate Gain
2.94%

Journey Beyond Wealth, LLC's Vanguard Extended Market Index ETF Holding Summary

As of 2025-03-31, Journey Beyond Wealth, LLC held 64,226.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $11.06 Mil. This investment constitutes 10.34% of their stock portfolio, and Journey Beyond Wealth, LLC now holds 0.05% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.

The initial trade took place in 2024Q4. And since then Journey Beyond Wealth, LLC has made 1 purchases of VXF, at an average price of $192.82, for a total of 64,226.00 shares. Based on historical transaction data and VXF's current price of $198.49, Journey Beyond Wealth, LLC's estimated gain on his VXF holdings is $363,953.23, reflecting a 2.94% gain to date.

Journey Beyond Wealth, LLC VXF ($198.49) Holding Chart

Journey Beyond Wealth, 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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