Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.38M | Buy |
7,541
+1,728
| +30% | +$316K | 0.42% | 43 |
|
|
2021
Q3 | $1.06M | Hold |
5,813
| – | – | 0.36% | 51 |
|
|
2021
Q2 | $1.1M | Hold |
5,813
| – | – | 0.38% | 51 |
|
|
2021
Q1 | $1.03M | Hold |
5,813
| – | – | 0.4% | 52 |
|
|
2020
Q4 | $957K | Hold |
5,813
| – | – | 0.39% | 47 |
|
|
2020
Q3 | $428 | Sell |
5,813
-17,400
| -75% | -$1.28K | 0.2% | 83 |
|
|
2020
Q2 | $2.06M | Buy |
+23,213
| New | +$2.06M | 1.12% | 18 |
|
|
2018
Q2 | – | Sell |
-90
| Closed | -$10K | – | 515 |
|
|
2018
Q1 | $10K | Hold |
90
| – | – | 0.01% | 353 |
|
|
2017
Q4 | $10K | Hold |
90
| – | – | 0.01% | 343 |
|
|
2017
Q3 | $10K | Buy |
+90
| New | +$10K | 0.01% | 343 |
|