KWB Wealth’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 | $1.59M | Buy |
9,214
+126
| +1% | +$21.7K | 0.19% | 64 |
|
|
2025
Q1 | $1.73M | Buy |
9,088
+3
| +0% | +$570 | 0.21% | 63 |
|
|
2024
Q4 | $1.65M | Sell |
9,085
-41
| -0.4% | -$7.46K | 0.2% | 50 |
|
|
2024
Q3 | $1.54M | Hold |
9,126
| – | – | 0.2% | 47 |
|
|
2024
Q2 | $1.6M | Hold |
9,126
| – | – | 0.22% | 45 |
|
|
2024
Q1 | $1.6M | Hold |
9,126
| – | – | 0.22% | 45 |
|
|
2023
Q4 | $1.5M | Sell |
9,126
-50
| -0.5% | -$8.22K | 0.22% | 44 |
|
|
2023
Q3 | $1.37M | Hold |
9,176
| – | – | 0.22% | 43 |
|
|
2023
Q2 | $1.37M | Sell |
9,176
-529
| -5% | -$78.7K | 0.22% | 43 |
|
|
2023
Q1 | $1.29M | Buy |
9,705
+2,138
| +28% | +$284K | 0.24% | 42 |
|
|
2022
Q4 | $1.01M | Sell |
7,567
-2,816
| -27% | -$374K | 0.19% | 44 |
|
|
2022
Q3 | $1.32M | Hold |
10,383
| – | – | 0.26% | 41 |
|
|
2022
Q2 | $1.36M | Sell |
10,383
-108
| -1% | -$14.2K | 0.26% | 42 |
|
|
2022
Q1 | $1.92M | Hold |
10,491
| – | – | 0.32% | 30 |
|
|
2021
Q4 | $1.92M | Sell |
10,491
-980
| -9% | -$179K | 0.32% | 30 |
|
|
2021
Q3 | $2.09M | Sell |
11,471
-30
| -0.3% | -$5.47K | 0.37% | 29 |
|
|
2021
Q2 | $2.04M | Hold |
11,501
| – | – | 0.39% | 30 |
|
|
2021
Q1 | $2.04M | Sell |
11,501
-161
| -1% | -$28.5K | 0.39% | 30 |
|
|
2020
Q4 | $1.92M | Buy |
+11,662
| New | +$1.92M | 0.4% | 33 |
|