Great Diamond Partners’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
$11.8M Buy
61,177
+944
+2% +$182K 2.49% 8
2025
Q1
$10.4M Buy
60,233
+787
+1% +$136K 2.84% 6
2024
Q4
$11.3M Sell
59,446
-666
-1% -$127K 2.92% 5
2024
Q3
$10.9M Sell
60,112
-4,449
-7% -$810K 2.78% 6
2024
Q2
$10.9M Sell
64,561
-2,786
-4% -$470K 2.56% 6
2024
Q1
$11.8M Buy
67,347
+6,444
+11% +$1.13M 2.71% 6
2023
Q4
$10M Buy
60,903
+232
+0.4% +$38.1K 2.47% 6
2023
Q3
$8.7M Sell
60,671
-607
-1% -$87K 2.35% 6
2023
Q2
$9.12M Buy
61,278
+6,306
+11% +$939K 2.41% 6
2023
Q1
$7.71M Buy
54,972
+22,450
+69% +$3.15M 2.23% 8
2022
Q4
$4.32M Buy
32,522
+17,453
+116% +$2.32M 1.33% 18
2022
Q3
$1.92M Buy
15,069
+67
+0.4% +$8.51K 0.65% 44
2022
Q2
$1.97M Buy
15,002
+350
+2% +$45.9K 0.65% 45
2022
Q1
$2.43M Buy
14,652
+929
+7% +$154K 0.68% 43
2021
Q4
$2.51M Buy
13,723
+502
+4% +$91.8K 0.65% 46
2021
Q3
$2.41M Buy
13,221
+912
+7% +$166K 0.66% 47
2021
Q2
$2.32M Buy
12,309
+509
+4% +$96K 0.66% 46
2021
Q1
$2.09M Sell
11,800
-544
-4% -$96.2K 0.64% 47
2020
Q4
$2.03M Buy
12,344
+167
+1% +$27.5K 0.65% 43
2020
Q3
$1.58M Buy
12,177
+1,001
+9% +$130K 0.58% 48
2020
Q2
$1.32M Sell
11,176
-519
-4% -$61.4K 0.55% 48
2020
Q1
$1.06M Sell
11,695
-1,601
-12% -$145K 0.54% 47
2019
Q4
$1.68M Buy
+13,296
New +$1.68M 0.64% 38