EWP
Engrave Wealth Partners’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-165,971
| Closed | -$30.3M | – | 74 |
|
|
2021
Q4 | $30.3M | Buy |
165,971
+12,167
| +8% | +$2.22M | 8.76% | 4 |
|
|
2021
Q3 | $28M | Buy |
153,804
+66,535
| +76% | +$12.1M | 8.28% | 3 |
|
|
2021
Q2 | $16.5M | Buy |
87,269
+5,663
| +7% | +$1.07M | 4.96% | 5 |
|
|
2021
Q1 | $14.4M | Buy |
+81,606
| New | +$14.4M | 5.81% | 5 |
|