Aspire Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $306K | Sell |
1,682
-120
| -7% | -$21.8K | 0.16% | 81 |
|
2024
Q2 | $304K | Buy |
1,802
+63
| +4% | +$10.6K | 0.17% | 81 |
|
2024
Q1 | $305K | Buy |
1,739
+329
| +23% | +$57.7K | 0.18% | 77 |
|
2023
Q4 | $232K | Hold |
1,410
| – | – | 0.16% | 87 |
|
2023
Q3 | $202K | Buy |
+1,410
| New | +$202K | 0.15% | 88 |
|
2022
Q1 | – | Sell |
-22
| Closed | -$4K | – | 186 |
|
2021
Q4 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 164 |
|