Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $195K | Sell |
1,391
-10
| -0.7% | -$1.4K | 0.11% | 41 |
|
|
2022
Q4 | $186K | Hold |
1,401
| – | – | 0.1% | 46 |
|
|
2022
Q3 | $178K | Sell |
1,401
-125
| -8% | -$15.9K | 0.09% | 50 |
|
|
2022
Q2 | $200K | Sell |
1,526
-40
| -3% | -$5.24K | 0.08% | 51 |
|
|
2022
Q1 | $259K | Sell |
1,566
-16,521
| -91% | -$2.73M | 0.1% | 47 |
|
|
2021
Q4 | $3.31M | Sell |
18,087
-1,294
| -7% | -$237K | 1.34% | 19 |
|
|
2021
Q3 | $3.53M | Buy |
19,381
+84
| +0.4% | +$15.3K | 1.6% | 17 |
|
|
2021
Q2 | $3.64M | Buy |
19,297
+1,349
| +8% | +$254K | 1.76% | 15 |
|
|
2021
Q1 | $3.18M | Buy |
17,948
+5,650
| +46% | +$999K | 1.84% | 14 |
|
|
2020
Q4 | $2.03M | Buy |
+12,298
| New | +$2.03M | 1.28% | 21 |
|