Heritage Financial Services’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 | $268K | Buy |
1,390
+105
| +8% | +$20.2K | 0.03% | 98 |
|
|
2025
Q1 | $221K | Buy |
1,285
+217
| +20% | +$37.4K | 0.02% | 109 |
|
|
2024
Q4 | $203K | Buy |
+1,068
| New | +$203K | 0.03% | 114 |
|
|
2024
Q1 | – | Sell |
-1,273
| Closed | -$209K | – | 112 |
|
|
2023
Q4 | $209K | Buy |
+1,273
| New | +$209K | 0.04% | 94 |
|
|
2022
Q3 | – | Sell |
-272
| Closed | -$35K | – | 480 |
|
|
2022
Q2 | $35K | Buy |
+272
| New | +$35K | 0.02% | 191 |
|