Caldwell Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $788K | Buy |
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|
2025
Q3 | $96.5K | Hold |
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|
2025
Q2 | $88.8K | Hold |
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|
2025
Q1 | $79.4K | Buy |
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|
2024
Q4 | $85.3K | Sell |
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|
2024
Q3 | $86.8K | Buy |
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|
2024
Q2 | $72.1K | Buy |
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|
2024
Q1 | $41K | Hold |
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|
2023
Q4 | $38.5K | Buy |
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|
2023
Q3 | $12.6K | Buy |
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|
2023
Q2 | $6.85K | Buy |
|