HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,116
| Closed | -$753K | – | 208 |
|
|
2021
Q4 | $753K | Buy |
4,116
+1,066
| +35% | +$195K | 0.12% | 114 |
|
|
2021
Q3 | $556K | Buy |
+3,050
| New | +$556K | 0.09% | 126 |
|
|
2021
Q1 | – | Sell |
-225
| Closed | -$37K | – | 284 |
|
|
2020
Q4 | $37K | Buy |
225
+185
| +463% | +$30.4K | 0.01% | 212 |
|
|
2020
Q3 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 231 |
|