Summit Wealth Group, LLC VXF Holdings History
Summit Wealth Group, LLC's Vanguard Extended Market Index ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 68,830.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $11.86 Mil. This investment constitutes 3.47% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.06% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.
The initial trade took place in 2019Q4. And since then Summit Wealth Group, LLC has made 9 purchases of VXF, at an average price of $141.25, for a total of 5.80 Mil shares. In addition, there have been 5 sales at an average price of $140.15 for 5.73 Mil shares. Based on historical transaction data and VXF's current price of $198.64, Summit Wealth Group, LLC's estimated gain on his VXF holdings is $-2.33 Mil, reflecting a -0.28% gain to date.
Summit Wealth Group, LLC VXF ($198.64) Holding Chart
Summit Wealth Group, LLC VXF ($198.64) 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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