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VXF icon

Concord Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Concord Wealth Partners’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-338
Closed -$70.8K – 898
2025
Q3 		$70.8K Buy
338
+1
+0.3% +$202 0.01% 294
2025
Q2 		$65K Hold
337
– – 0.01% 313
2025
Q1 		$58K Buy
337
+1
+0.3% +$189 0.01% 300
2024
Q4 		$63.9K Buy
336
+1
+0.3% +$193 0.01% 296
2024
Q3 		$61K Hold
335
– – 0.01% 309
2024
Q2 		$56.5K Hold
335
– – 0.01% 294
2024
Q1 		$58.6K Buy
+335
New +$55.6K 0.01% 327
2021
Q2 		– Sell
-10
Closed -$2K – 1113
2021
Q1 		$2K Buy
+10
New +$1.78K ﹤0.01% 859

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AF
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AssetMark Inc
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Mercer Global Advisors
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return