BWS
BCR Wealth Strategies’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Hold |
3,935
| – | – | 0.29% | 13 |
|
|
2025
Q1 | $677K | Sell |
3,935
-797
| -17% | -$137K | 0.3% | 13 |
|
|
2024
Q4 | $898K | Sell |
4,732
-18
| -0.4% | -$3.42K | 0.42% | 12 |
|
|
2024
Q3 | $864K | Hold |
4,750
| – | – | 0.41% | 13 |
|
|
2024
Q2 | $801K | Hold |
4,750
| – | – | 0.52% | 11 |
|
|
2024
Q1 | $833K | Sell |
4,750
-82
| -2% | -$14.4K | 0.56% | 12 |
|
|
2023
Q4 | $794K | Hold |
4,832
| – | – | 0.57% | 11 |
|
|
2023
Q3 | $692K | Hold |
4,832
| – | – | 0.55% | 12 |
|
|
2023
Q2 | $719K | Sell |
4,832
-244
| -5% | -$36.3K | 0.56% | 12 |
|
|
2023
Q1 | $711K | Hold |
5,076
| – | – | 0.57% | 10 |
|
|
2022
Q4 | $674K | Hold |
5,076
| – | – | 0.58% | 10 |
|
|
2022
Q3 | $645K | Hold |
5,076
| – | – | 0.66% | 10 |
|
|
2022
Q2 | $665K | Hold |
5,076
| – | – | 0.69% | 9 |
|
|
2022
Q1 | $841K | Hold |
5,076
| – | – | 0.8% | 8 |
|
|
2021
Q4 | $928K | Buy |
+5,076
| New | +$928K | 0.88% | 9 |
|