BSW
Buckingham Strategic Wealth’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $888K | Buy |
5,258
+2,056
| +64% | +$347K | 0.01% | 349 |
|
|
2024
Q1 | $561K | Sell |
3,202
-164
| -5% | -$28.7K | 0.01% | 435 |
|
|
2023
Q4 | $553K | Sell |
3,366
-11
| -0.3% | -$1.81K | 0.01% | 418 |
|
|
2023
Q3 | $484K | Sell |
3,377
-806
| -19% | -$116K | 0.01% | 422 |
|
|
2023
Q2 | $623K | Buy |
4,183
+1,100
| +36% | +$164K | 0.01% | 376 |
|
|
2023
Q1 | $410K | Hold |
3,083
| – | – | 0.01% | 427 |
|
|
2022
Q4 | $410K | Sell |
3,083
-33
| -1% | -$4.38K | 0.01% | 429 |
|
|
2022
Q3 | $396K | Sell |
3,116
-220
| -7% | -$28K | 0.01% | 413 |
|
|
2022
Q2 | $437K | Buy |
3,336
+515
| +18% | +$67.5K | 0.01% | 395 |
|
|
2022
Q1 | $467K | Sell |
2,821
-404
| -13% | -$66.9K | 0.01% | 378 |
|
|
2021
Q4 | $590K | Sell |
3,225
-62
| -2% | -$11.3K | 0.01% | 341 |
|
|
2021
Q3 | $599K | Buy |
3,287
+721
| +28% | +$131K | 0.01% | 322 |
|
|
2021
Q2 | $484K | Buy |
2,566
+963
| +60% | +$182K | 0.01% | 368 |
|
|
2021
Q1 | $284K | Sell |
1,603
-49
| -3% | -$8.68K | 0.01% | 447 |
|
|
2020
Q4 | $272K | Buy |
+1,652
| New | +$272K | 0.01% | 436 |
|
|
2019
Q3 | – | Sell |
-1,705
| Closed | -$202K | – | 454 |
|
|
2019
Q2 | $202K | Buy |
+1,705
| New | +$202K | 0.02% | 422 |
|
|
2018
Q4 | – | Sell |
-1,669
| Closed | -$205K | – | 388 |
|
|
2018
Q3 | $205K | Sell |
1,669
-64
| -4% | -$7.86K | 0.03% | 340 |
|
|
2018
Q2 | $204K | Sell |
1,733
-27,385
| -94% | -$3.22M | 0.03% | 342 |
|
|
2018
Q1 | $3.25M | Sell |
29,118
-241
| -0.8% | -$26.9K | 0.63% | 35 |
|
|
2017
Q4 | $3.28M | Buy |
29,359
+198
| +0.7% | +$22.1K | 0.68% | 31 |
|
|
2017
Q3 | $3.12M | Sell |
29,161
-500
| -2% | -$53.6K | 0.74% | 27 |
|
|
2017
Q2 | $3.03M | Buy |
29,661
+446
| +2% | +$45.6K | 0.71% | 29 |
|
|
2017
Q1 | $2.92M | Sell |
29,215
-20,865
| -42% | -$2.08M | 0.85% | 21 |
|
|
2016
Q4 | $4.8M | Hold |
50,080
| – | – | 1.55% | 13 |
|
|
2016
Q3 | $4.57M | Sell |
50,080
-1,865
| -4% | -$170K | 1.55% | 12 |
|
|
2016
Q2 | $4.44M | Sell |
51,945
-3,600
| -6% | -$308K | 1.51% | 11 |
|
|
2016
Q1 | $4.6M | Buy |
55,545
+8,360
| +18% | +$692K | 1.52% | 13 |
|
|
2015
Q4 | $3.95M | Buy |
47,185
+800
| +2% | +$67K | 1.33% | 17 |
|
|
2015
Q3 | $3.79M | Sell |
46,385
-1,160
| -2% | -$94.7K | 1.34% | 18 |
|
|
2015
Q2 | $4.37M | Hold |
47,545
| – | – | 1.43% | 17 |
|
|
2015
Q1 | $4.4M | Hold |
47,545
| – | – | 1.65% | 13 |
|
|
2014
Q4 | $4.17M | Hold |
47,545
| – | – | 1.61% | 11 |
|
|
2014
Q3 | $3.97M | Sell |
47,545
-280
| -0.6% | -$23.4K | 1.64% | 12 |
|
|
2014
Q2 | $4.2M | Hold |
47,825
| – | – | 1.83% | 11 |
|
|
2014
Q1 | $4.06M | Sell |
47,825
-5,590
| -10% | -$475K | 1.88% | 12 |
|
|
2013
Q4 | $4.42M | Hold |
53,415
| – | – | 2.08% | 12 |
|
|
2013
Q3 | $4.12M | Hold |
53,415
| – | – | 2.18% | 11 |
|
|
2013
Q2 | $3.73M | Buy |
+53,415
| New | +$3.73M | 2.1% | 13 |
|