Klingman & Associates’s Vanguard Extended Market ETF VXF Stock Holding History

Klingman & Associates’s Portfolio VXF Stock Details VXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$210K	Buy	+1,090	New	+$210K	0.01%	294
2025 Q1	–	Sell	-1,089	Closed	-$207K	–	274
2024 Q4	$207K	Buy	+1,089	New	+$207K	0.01%	249
2023 Q4	–	Sell	-3,572	Closed	-$512K	–	227
2023 Q3	$512K	Hold	3,572	–	–	0.04%	128
2023 Q2	$532K	Hold	3,572	–	–	0.04%	123
2023 Q1	$501K	Hold	3,572	–	–	0.04%	117
2022 Q4	$475K	Buy	3,572 +122	+4%	+$16.2K	0.04%	119
2022 Q3	$439K	Hold	3,450	–	–	0.04%	116
2022 Q2	$452K	Hold	3,450	–	–	0.04%	116
2022 Q1	$572K	Hold	3,450	–	–	0.05%	108
2021 Q4	$631K	Hold	3,450	–	–	0.05%	94
2021 Q3	$629K	Hold	3,450	–	–	0.06%	89
2021 Q2	$651K	Hold	3,450	–	–	0.06%	87
2021 Q1	$610K	Hold	3,450	–	–	0.06%	85
2020 Q4	$568K	Hold	3,450	–	–	0.07%	85
2020 Q3	$448K	Buy	3,450 +200	+6%	+$26K	0.06%	87
2020 Q2	$385K	Sell	3,250 -350	-10%	-$41.5K	0.06%	88
2020 Q1	$326K	Hold	3,600	–	–	0.07%	92
2019 Q4	$454K	Hold	3,600	–	–	0.07%	80
2019 Q3	$419K	Hold	3,600	–	–	0.08%	77
2019 Q2	$427K	Hold	3,600	–	–	0.08%	77
2019 Q1	$416K	Hold	3,600	–	–	0.08%	74
2018 Q4	$359K	Buy	3,600 +350	+11%	+$34.9K	0.08%	75
2018 Q3	$399K	Hold	3,250	–	–	0.08%	72
2018 Q2	$383K	Hold	3,250	–	–	0.08%	72
2018 Q1	$363K	Hold	3,250	–	–	0.08%	75
2017 Q4	$363K	Hold	3,250	–	–	0.08%	89
2017 Q3	$348K	Hold	3,250	–	–	0.09%	71
2017 Q2	$332K	Hold	3,250	–	–	0.09%	74
2017 Q1	$325K	Hold	3,250	–	–	0.09%	74
2016 Q4	$312K	Hold	3,250	–	–	0.09%	72
2016 Q3	$297K	Hold	3,250	–	–	0.09%	78
2016 Q2	$278K	Hold	3,250	–	–	0.09%	78
2016 Q1	$269K	Hold	3,250	–	–	0.1%	80
2015 Q4	$272K	Hold	3,250	–	–	0.1%	88
2015 Q3	$265K	Hold	3,250	–	–	0.1%	88
2015 Q2	$299K	Hold	3,250	–	–	0.12%	73
2015 Q1	$301K	Hold	3,250	–	–	0.12%	70
2014 Q4	$285K	Buy	+3,250	New	+$285K	0.12%	72