Wealth Group Ltd VXF Holdings History

Number of Shares
79,765.00
Current Holdings Value*
$13.74 Mil
% of Portfolio
4.03%
Total Estimate Gain
$4.11 Mil
% of Total Estimate Gain
31.58%

Wealth Group Ltd's Vanguard Extended Market Index ETF Holding Summary

As of 2025-03-31, Wealth Group Ltd held 79,765.00 shares of Vanguard Extended Market Index ETF(VXF), totaling $13.74 Mil. This investment constitutes 4.03% of their stock portfolio, and Wealth Group Ltd now holds 0.06% of the outstanding Vanguard Extended Market Index ETF(VXF) stock.

The initial trade took place in 2023Q4. And since then Wealth Group Ltd has made 2 purchases of VXF, at an average price of $147.55, for a total of 88,189.00 shares. In addition, there have been 3 sales at an average price of $177.46 for 8,424.00 shares. Based on historical transaction data and VXF's current price of $195.91, Wealth Group Ltd's estimated gain on his VXF holdings is $4.11 Mil, reflecting a 31.58% gain to date.

Wealth Group Ltd VXF ($195.91) Holding Chart

Wealth Group Ltd VXF ($195.91) 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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