Number of Shares
30,644.00
Current Holdings Value*
$5.28 Mil
% of Portfolio
3.21%
Total Estimate Gain
$1.56 Mil
% of Total Estimate Gain
33.37%

Long Island Wealth Management, Inc.'s Vanguard Extended Market Index ETF Holding Summary

As of 2025-03-31, Long Island Wealth Management, Inc. held 30,644.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $5.28 Mil. This investment constitutes 3.21% of their stock portfolio, and Long Island Wealth Management, Inc. now holds 0.03% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.

The initial trade took place in 2023Q4. And since then Long Island Wealth Management, Inc. has made 4 purchases of VXF, at an average price of $148.06, for a total of 31,640.00 shares. In addition, there have been 1 sales at an average price of $166.03 for 996.00 shares. Based on historical transaction data and VXF's current price of $198.49, Long Island Wealth Management, Inc.'s estimated gain on his VXF holdings is $1.56 Mil, reflecting a 33.37% gain to date.

Long Island Wealth Management, Inc. VXF ($198.49) Holding Chart

Long Island 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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