SWM Advisors VXF Holdings History
SWM Advisors's Vanguard Extended Market Index ETF Holding Summary
As of 2022-09-30, SWM Advisors held 100,670.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $12.80 Mil. This investment constitutes 12.06% of their stock portfolio, and SWM Advisors now holds 0.1% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.
The initial trade took place in 2021Q4. And since then SWM Advisors has made 3 purchases of VXF, at an average price of $181.62, for a total of 100,670.00 shares. Based on historical transaction data and VXF's current price of $197.50, SWM Advisors's estimated gain on his VXF holdings is $1.60 Mil, reflecting a 8.75% gain to date.
SWM Advisors VXF ($197.50) Holding Chart
SWM Advisors VXF ($197.50) 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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