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