JFS 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.5M | Hold |
28,556
| – | – | 0.35% | 49 |
|
2025
Q1 | $4.92M | Buy |
28,556
+1,295
| +5% | +$223K | 0.33% | 51 |
|
2024
Q4 | $5.18M | Sell |
27,261
-155
| -0.6% | -$29.4K | 0.35% | 49 |
|
2024
Q3 | $4.99M | Buy |
27,416
+25,711
| +1,508% | +$4.68M | 0.33% | 52 |
|
2024
Q2 | $288K | Buy |
1,705
+17
| +1% | +$2.87K | 0.02% | 201 |
|
2024
Q1 | $296K | Hold |
1,688
| – | – | 0.02% | 202 |
|
2023
Q4 | $278K | Hold |
1,688
| – | – | 0.02% | 201 |
|
2023
Q3 | $242K | Hold |
1,688
| – | – | 0.02% | 202 |
|
2023
Q2 | $251K | Hold |
1,688
| – | – | 0.02% | 194 |
|
2023
Q1 | $237K | Hold |
1,688
| – | – | 0.02% | 200 |
|
2022
Q4 | $224K | Hold |
1,688
| – | – | 0.02% | 206 |
|
2022
Q3 | $215K | Hold |
1,688
| – | – | 0.02% | 205 |
|
2022
Q2 | $221K | Hold |
1,688
| – | – | 0.02% | 201 |
|
2022
Q1 | $280K | Hold |
1,688
| – | – | 0.03% | 198 |
|
2021
Q4 | $309K | Hold |
1,688
| – | – | 0.03% | 191 |
|
2021
Q3 | $308K | Hold |
1,688
| – | – | 0.03% | 183 |
|
2021
Q2 | $318K | Hold |
1,688
| – | – | 0.05% | 137 |
|
2021
Q1 | $299K | Hold |
1,688
| – | – | 0.06% | 125 |
|
2020
Q4 | $278K | Hold |
1,688
| – | – | 0.06% | 126 |
|
2020
Q3 | $219K | Sell |
1,688
-150
| -8% | -$19.5K | 0.05% | 127 |
|
2020
Q2 | $218K | Hold |
1,838
| – | – | 0.06% | 130 |
|
2020
Q1 | $166K | Hold |
1,838
| – | – | 0.05% | 138 |
|
2019
Q4 | $232K | Sell |
1,838
-100
| -5% | -$12.6K | 0.06% | 131 |
|
2019
Q3 | $225K | Hold |
1,938
| – | – | 0.06% | 135 |
|
2019
Q2 | $230K | Hold |
1,938
| – | – | 0.06% | 132 |
|
2019
Q1 | $224K | Hold |
1,938
| – | – | 0.06% | 130 |
|
2018
Q4 | $193K | Hold |
1,938
| – | – | 0.05% | 132 |
|
2018
Q3 | $238K | Hold |
1,938
| – | – | 0.06% | 131 |
|
2018
Q2 | $228K | Hold |
1,938
| – | – | 0.06% | 128 |
|
2018
Q1 | $216K | Hold |
1,938
| – | – | 0.06% | 134 |
|
2017
Q4 | $217K | Hold |
1,938
| – | – | 0.05% | 133 |
|
2017
Q3 | $208K | Hold |
1,938
| – | – | 0.05% | 124 |
|
2017
Q2 | $198K | Hold |
1,938
| – | – | 0.05% | 117 |
|
2017
Q1 | $186K | Hold |
1,938
| – | – | 0.05% | 131 |
|
2016
Q4 | $186K | Hold |
1,938
| – | – | 0.05% | 131 |
|
2016
Q3 | $177K | Hold |
1,938
| – | – | 0.05% | 138 |
|
2016
Q2 | $166K | Hold |
1,938
| – | – | 0.05% | 170 |
|
2016
Q1 | $160K | Hold |
1,938
| – | – | 0.05% | 147 |
|
2015
Q4 | $162K | Buy |
+1,938
| New | +$162K | 0.05% | 152 |
|