Forthright Family Wealth Advisory’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 | $223K | Sell |
1,155
-566
| -33% | -$109K | 0.14% | 48 |
|
|
2025
Q1 | $296K | Sell |
1,721
-217
| -11% | -$37.4K | 0.2% | 45 |
|
|
2024
Q4 | $368K | Sell |
1,938
-244
| -11% | -$46.4K | 0.24% | 41 |
|
|
2024
Q3 | $449K | Sell |
2,182
-63
| -3% | -$13K | 0.29% | 39 |
|
|
2024
Q2 | $379K | Sell |
2,245
-120
| -5% | -$20.3K | 0.24% | 48 |
|
|
2024
Q1 | $415K | Buy |
2,365
+31
| +1% | +$5.43K | 0.28% | 45 |
|
|
2023
Q4 | $384K | Buy |
+2,334
| New | +$384K | 0.3% | 40 |
|