Southern Wealth Management, LLP VXF Holdings History
Southern Wealth Management, LLP's Vanguard Extended Market Index ETF Holding Summary
As of 2023-03-31, Southern Wealth Management, LLP held 52,132.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $7.31 Mil. This investment constitutes 2.84% of their stock portfolio, and Southern Wealth Management, LLP now holds 0.05% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.
The initial trade took place in 2019Q4. And since then Southern Wealth Management, LLP has made 11 purchases of VXF, at an average price of $146.29, for a total of 54,290.00 shares. In addition, there have been 2 sales at an average price of $123.76 for 2,158.00 shares. Based on historical transaction data and VXF's current price of $198.49, Southern Wealth Management, LLP's estimated gain on his VXF holdings is $2.67 Mil, reflecting a 33.66% gain to date.
Southern Wealth Management, LLP VXF ($198.49) Holding Chart
Southern Wealth Management, LLP 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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