CWM
ClientFirst Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
1,591
| – | – | 0.31% | 33 |
|
|
2025
Q1 | $274K | Hold |
1,591
| – | – | 0.31% | 35 |
|
|
2024
Q4 | $302K | Buy |
+1,591
| New | +$302K | 0.31% | 31 |
|
|
2023
Q3 | $223K | Buy |
1,591
+241
| +18% | +$33.8K | 0.27% | 27 |
|
|
2023
Q2 | $207K | Buy |
+1,350
| New | +$207K | 0.25% | 30 |
|