Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,236
| Closed | -$408K | – | 429 |
|
|
2019
Q4 | $408K | Sell |
3,236
-1,232
| -28% | -$155K | 0.07% | 282 |
|
|
2019
Q3 | $520K | Buy |
4,468
+1,019
| +30% | +$119K | 0.09% | 237 |
|
|
2019
Q2 | $409K | Buy |
3,449
+16
| +0.5% | +$1.9K | 0.09% | 241 |
|
|
2019
Q1 | $396K | Sell |
3,433
-311
| -8% | -$35.9K | 0.1% | 232 |
|
|
2018
Q4 | $373K | Buy |
3,744
+1,579
| +73% | +$157K | 0.11% | 206 |
|
|
2018
Q3 | $265K | Buy |
2,165
+426
| +24% | +$52.1K | 0.07% | 303 |
|
|
2018
Q2 | $204K | Sell |
1,739
-73
| -4% | -$8.56K | 0.05% | 355 |
|
|
2018
Q1 | $202K | Sell |
1,812
-933
| -34% | -$104K | 0.06% | 330 |
|
|
2017
Q4 | $306K | Buy |
2,745
+10
| +0.4% | +$1.12K | 0.09% | 246 |
|
|
2017
Q3 | $293K | Sell |
2,735
-78
| -3% | -$8.36K | 0.1% | 220 |
|
|
2017
Q2 | $287K | Sell |
2,813
-31
| -1% | -$3.16K | 0.1% | 214 |
|
|
2017
Q1 | $284K | Buy |
2,844
+605
| +27% | +$60.4K | 0.11% | 200 |
|
|
2016
Q4 | $214K | Buy |
+2,239
| New | +$214K | 0.09% | 216 |
|