Number of Shares
24,304.00
Current Holdings Value*
$4.68 Mil
% of Portfolio
2.14%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
32.19%

WETZEL INVESTMENT ADVISORS, INC.'s Vanguard Extended Market Index ETF Holding Summary

As of 2025-06-30, WETZEL INVESTMENT ADVISORS, INC. held 24,304.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $4.68 Mil. This investment constitutes 2.14% of their stock portfolio, and WETZEL INVESTMENT ADVISORS, INC. now holds 0.02% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.

The initial trade took place in 2023Q4. And since then WETZEL INVESTMENT ADVISORS, INC. has made 2 purchases of VXF, at an average price of $147.51, for a total of 29,952.00 shares. In addition, there have been 4 sales at an average price of $179.95 for 5,648.00 shares. Based on historical transaction data and VXF's current price of $198.49, WETZEL INVESTMENT ADVISORS, INC.'s estimated gain on his VXF holdings is $1.42 Mil, reflecting a 32.19% gain to date.

WETZEL INVESTMENT ADVISORS, INC. VXF ($198.49) Holding Chart

WETZEL INVESTMENT ADVISORS, 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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