Number of Shares
46,809.00
Current Holdings Value*
$8.06 Mil
% of Portfolio
1.64%
Total Estimate Gain
$287,586.25
% of Total Estimate Gain
3.17%

Topsail Wealth Management, LLC's Vanguard Extended Market Index ETF Holding Summary

As of 2025-03-31, Topsail Wealth Management, LLC held 46,809.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $8.06 Mil. This investment constitutes 1.64% of their stock portfolio, and Topsail Wealth Management, LLC now holds 0.04% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $189.24 for 203.00 shares. Based on historical transaction data and VXF's current price of $199.13, Topsail Wealth Management, LLC's estimated gain on his VXF holdings is $287,586.25, reflecting a 3.17% gain to date.

Topsail Wealth Management, LLC VXF ($199.13) Holding Chart

Topsail Wealth Management, LLC VXF ($199.13) 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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