Kovitz Investment Group Partners’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
$2.67M Sell
13,876
-1,729
-11% -$333K 0.01% 567
2025
Q1
$2.69M Buy
15,605
+727
+5% +$125K 0.01% 526
2024
Q4
$2.83M Buy
14,878
+143
+1% +$27.2K 0.01% 508
2024
Q3
$1.56M Buy
14,735
+8,907
+153% +$941K 0.01% 538
2024
Q2
$987K Buy
+5,828
New +$987K 0.01% 536