Caldwell Trust’s Vanguard Extended Market ETF VXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.8K | Hold |
461
|
|
||||
|
2025
Q1 | $79.4K | Buy |
461
+12
|
|
||||
|
2024
Q4 | $85.3K | Sell |
449
-28
|
|
||||
|
2024
Q3 | $86.8K | Buy |
477
+50
|
|
||||
|
2024
Q2 | $72.1K | Buy |
427
+193
|
|
||||
|
2024
Q1 | $41K | Hold |
234
|
|
||||
|
2023
Q4 | $38.5K | Buy |
234
+146
|
|
||||
|
2023
Q3 | $12.6K | Buy |
88
+42
|
|
||||
|
2023
Q2 | $6.85K | Buy |
+46
|
|