Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $307K | Hold |
1,818
| – | – | 0.17% | 117 |
|
|
2024
Q1 | $319K | Hold |
1,818
| – | – | 0.16% | 122 |
|
|
2023
Q4 | $299K | Buy |
+1,818
| New | +$299K | 0.16% | 119 |
|
|
2022
Q4 | $483K | Buy |
3,636
+1,818
| +100% | +$242K | 0.07% | 219 |
|
|
2022
Q3 | $231K | Hold |
1,818
| – | – | 0.07% | 196 |
|
|
2022
Q2 | $238K | Hold |
1,818
| – | – | 0.08% | 201 |
|
|
2022
Q1 | $301K | Buy |
+1,818
| New | +$301K | 0.08% | 193 |
|
|
2021
Q3 | $332K | Sell |
1,818
-176
| -9% | -$32.1K | 0.12% | 139 |
|
|
2021
Q2 | $376K | Hold |
1,994
| – | – | 0.14% | 118 |
|
|
2021
Q1 | $353K | Buy |
+1,994
| New | +$353K | 0.2% | 91 |
|