Milestone Investment Advisors’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 | $339K | Hold |
1,758
| – | – | 0.09% | 69 |
|
|
2025
Q1 | $303K | Hold |
1,758
| – | – | 0.08% | 70 |
|
|
2024
Q4 | $334K | Hold |
1,758
| – | – | 0.09% | 71 |
|
|
2024
Q3 | $320K | Hold |
1,758
| – | – | 0.09% | 73 |
|
|
2024
Q2 | $297K | Sell |
1,758
-22
| -1% | -$3.71K | 0.08% | 69 |
|
|
2024
Q1 | $312K | Sell |
1,780
-94
| -5% | -$16.5K | 0.08% | 65 |
|
|
2023
Q4 | $308K | Sell |
1,874
-1,153
| -38% | -$190K | 0.09% | 59 |
|
|
2023
Q3 | $434K | Sell |
3,027
-948
| -24% | -$136K | 0.12% | 67 |
|
|
2023
Q2 | $592K | Sell |
3,975
-5,148
| -56% | -$766K | 0.18% | 48 |
|
|
2023
Q1 | $1.28M | Sell |
9,123
-3,532
| -28% | -$495K | 0.39% | 38 |
|
|
2022
Q4 | $1.68M | Buy |
+12,655
| New | +$1.68M | 0.59% | 33 |
|