Meridian Wealth 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 | $503K | Sell |
2,608
-318
| -11% | -$61.3K | 0.07% | 60 |
|
|
2025
Q1 | $504K | Sell |
2,926
-976
| -25% | -$168K | 0.08% | 58 |
|
|
2024
Q4 | $741K | Sell |
3,902
-260
| -6% | -$49.4K | 0.11% | 50 |
|
|
2024
Q3 | $757K | Hold |
4,162
| – | – | 0.12% | 46 |
|
|
2024
Q2 | $703K | Hold |
4,162
| – | – | 0.12% | 44 |
|
|
2024
Q1 | $729K | Sell |
4,162
-691
| -14% | -$121K | 0.13% | 44 |
|
|
2023
Q4 | $798K | Sell |
4,853
-144
| -3% | -$23.7K | 0.15% | 40 |
|
|
2023
Q3 | $716K | Sell |
4,997
-20
| -0.4% | -$2.87K | 0.15% | 39 |
|
|
2023
Q2 | $747K | Hold |
5,017
| – | – | 0.15% | 38 |
|
|
2023
Q1 | $703K | Buy |
+5,017
| New | +$703K | 0.15% | 37 |
|
|
2021
Q2 | – | Sell |
-54
| Closed | -$10K | – | 1240 |
|
|
2021
Q1 | $10K | Buy |
+54
| New | +$10K | ﹤0.01% | 451 |
|