Cypress 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.9M | Buy |
113,577
+7,915
| +7% | +$1.53M | 7.14% | 7 |
|
2025
Q1 | $18.2M | Buy |
105,662
+7,242
| +7% | +$1.25M | 6.5% | 7 |
|
2024
Q4 | $18.7M | Sell |
98,420
-3,183
| -3% | -$605K | 6.86% | 7 |
|
2024
Q3 | $18.5M | Buy |
101,603
+5,912
| +6% | +$1.08M | 6.84% | 7 |
|
2024
Q2 | $16.2M | Buy |
95,691
+9,361
| +11% | +$1.58M | 6.68% | 6 |
|
2024
Q1 | $15.1M | Buy |
86,330
+28,562
| +49% | +$5.01M | 6.92% | 5 |
|
2023
Q4 | $9.16M | Sell |
57,768
-18,470
| -24% | -$2.93M | 8.31% | 4 |
|
2023
Q3 | $10.9M | Buy |
76,238
+6,209
| +9% | +$890K | 6.24% | 6 |
|
2023
Q2 | $10.5M | Buy |
70,029
+3,416
| +5% | +$510K | 5.92% | 6 |
|
2023
Q1 | $9.31M | Buy |
66,613
+5,109
| +8% | +$714K | 5.67% | 6 |
|
2022
Q4 | $8.12M | Buy |
61,504
+2,188
| +4% | +$289K | 5.43% | 6 |
|
2022
Q3 | $7.54M | Buy |
59,316
+3,190
| +6% | +$405K | 5.35% | 6 |
|
2022
Q2 | $7.36M | Buy |
+56,126
| New | +$7.36M | 5.04% | 6 |
|