FPWM
FSB Premier 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 | $1.94M | Sell |
10,062
-340
| -3% | -$65.5K | 0.69% | 39 |
|
|
2025
Q1 | $1.79M | Sell |
10,402
-1,210
| -10% | -$208K | 0.7% | 40 |
|
|
2024
Q4 | $2.21M | Sell |
11,612
-885
| -7% | -$168K | 0.88% | 31 |
|
|
2024
Q3 | $2.27M | Sell |
12,497
-1,712
| -12% | -$312K | 0.93% | 30 |
|
|
2024
Q2 | $2.4M | Sell |
14,209
-446
| -3% | -$75.3K | 1.08% | 25 |
|
|
2024
Q1 | $2.57M | Sell |
14,655
-371
| -2% | -$65K | 1.2% | 21 |
|
|
2023
Q4 | $2.47M | Sell |
15,026
-147
| -1% | -$24.2K | 1.24% | 20 |
|
|
2023
Q3 | $2.17M | Sell |
15,173
-998
| -6% | -$143K | 1.21% | 21 |
|
|
2023
Q2 | $2.41M | Sell |
16,171
-987
| -6% | -$147K | 1.31% | 21 |
|
|
2023
Q1 | $2.41M | Sell |
17,158
-1,729
| -9% | -$242K | 1.34% | 20 |
|
|
2022
Q4 | $2.51M | Sell |
18,887
-1,558
| -8% | -$207K | 1.37% | 19 |
|
|
2022
Q3 | $2.6M | Sell |
20,445
-177
| -0.9% | -$22.5K | 1.52% | 19 |
|
|
2022
Q2 | $2.7M | Sell |
20,622
-491
| -2% | -$64.4K | 1.5% | 18 |
|
|
2022
Q1 | $3.23M | Buy |
21,113
+231
| +1% | +$35.3K | 1.62% | 17 |
|
|
2021
Q4 | $3.82M | Sell |
20,882
-381
| -2% | -$69.7K | 1.59% | 19 |
|
|
2021
Q3 | $3.88M | Buy |
21,263
+1,345
| +7% | +$245K | 1.94% | 18 |
|
|
2021
Q2 | $3.76M | Buy |
19,918
+152
| +0.8% | +$28.7K | 1.92% | 18 |
|
|
2021
Q1 | $3.5M | Buy |
19,766
+3,450
| +21% | +$610K | 1.88% | 18 |
|
|
2020
Q4 | $2.69M | Buy |
+16,316
| New | +$2.69M | 1.44% | 20 |
|