Beaumont Financial Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$765K	Sell	3,719 -30	-0.8%	-$6.42K	0.05%	191
2025 Q4	$784K	Sell	3,749 -22	-0.6%	-$4.62K	0.05%	181
2025 Q3	$789K	Sell	3,771 -26	-0.7%	-$5.26K	0.05%	183
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%	-$15.4K	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%	-$11.3K	0.06%	173
2023 Q3	$568K	Sell	3,962 -68,316	-95%	-$10.2M	0.06%	168
2023 Q2	$10.8M	Buy	72,278 +68,343	+1,737%	+$9.59M	0.99%	32
2023 Q1	$552K	Hold	3,935	–	–	0.06%	160
2022 Q4	$523K	Sell	3,935 -965	-20%	-$131K	0.05%	172
2022 Q3	$623K	Buy	+4,900	New	+$691K	0.06%	154
2022 Q1	–	Sell	-1,111	Closed	-$203K	–	388
2021 Q4	$203K	Sell	1,111 -117	-10%	-$22K	0.01%	344
2021 Q3	$224K	Sell	1,228 -55,094	-98%	-$10.3M	0.02%	327
2021 Q2	$10.6M	Buy	56,322 +13,892	+33%	+$2.54M	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	+$7.28M	0.72%	46