Beaumont Financial Advisors’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
2025
Q2
$732K Hold
3,797
0.05% 184
2025
Q1
$654K Hold
3,797
0.05% 192
2024
Q4
$721K Hold
3,797
0.05% 179
2024
Q3
$691K Sell
3,797
-88
-2% -$16K 0.05% 178
2024
Q2
$656K Hold
3,885
0.05% 184
2024
Q1
$681K Hold
3,885
0.06% 178
2023
Q4
$639K Sell
3,885
-77
-2% -$12.7K 0.06% 173
2023
Q3
$568K Sell
3,962
-68,316
-95% -$9.79M 0.06% 168
2023
Q2
$10.8M Buy
72,278
+68,343
+1,737% +$10.2M 0.99% 32
2023
Q1
$552K Hold
3,935
0.06% 160
2022
Q4
$523K Sell
3,935
-965
-20% -$128K 0.05% 172
2022
Q3
$623K Buy
+4,900
New +$623K 0.06% 154
2022
Q1
Sell
-1,111
Closed -$203K 388
2021
Q4
$203K Sell
1,111
-117
-10% -$21.4K 0.01% 344
2021
Q3
$224K Sell
1,228
-55,094
-98% -$10M 0.02% 327
2021
Q2
$10.6M Buy
56,322
+13,892
+33% +$2.62M 0.81% 39
2021
Q1
$7.51M Sell
42,430
-6,661
-14% -$1.18M 0.64% 49
2020
Q4
$8.08M Buy
+49,091
New +$8.08M 0.72% 46