IAA
Independent Advisor Alliance’s Vanguard Extended Market ETF VXF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-20,734
| Closed | -$3.94M | – | 1366 |
|
2024
Q4 | $3.94M | Buy |
+20,734
| New | +$3.94M | 0.05% | 328 |
|
2024
Q3 | – | Sell |
-46,537
| Closed | -$7.85M | – | 765 |
|
2024
Q2 | $7.85M | Sell |
46,537
-790
| -2% | -$133K | 0.27% | 68 |
|
2024
Q1 | $8.3M | Sell |
47,327
-23,336
| -33% | -$4.09M | 0.3% | 65 |
|
2023
Q4 | $10.9M | Buy |
70,663
+34,991
| +98% | +$5.38M | 0.39% | 44 |
|
2023
Q3 | $5.11M | Buy |
35,672
+7,399
| +26% | +$1.06M | 0.23% | 81 |
|
2023
Q2 | $4.21M | Sell |
28,273
-100
| -0.4% | -$14.9K | 0.19% | 102 |
|
2023
Q1 | $3.98M | Buy |
28,373
+13,366
| +89% | +$1.87M | 0.19% | 102 |
|
2022
Q4 | $1.99M | Buy |
15,007
+4,149
| +38% | +$551K | 0.69% | 25 |
|
2022
Q3 | $1.38M | Buy |
10,858
+454
| +4% | +$57.7K | 0.08% | 217 |
|
2022
Q2 | $1.36M | Buy |
+10,404
| New | +$1.36M | 0.08% | 212 |
|
2020
Q1 | – | Sell |
-67,415
| Closed | -$8.49M | – | 852 |
|
2019
Q4 | $8.49M | Buy |
+67,415
| New | +$8.49M | 0.37% | 60 |
|
2017
Q2 | – | Sell |
-38,980
| Closed | -$3.83M | – | 414 |
|
2017
Q1 | $3.83M | Buy |
+38,980
| New | +$3.83M | 0.61% | 47 |
|