Moneta Group 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 | $5.75M | Buy |
29,831
+13,714
| +85% | +$2.64M | 0.07% | 129 |
|
|
2025
Q1 | $2.78M | Sell |
16,117
-1,570
| -9% | -$270K | 0.04% | 172 |
|
|
2024
Q4 | $3.36M | Buy |
17,687
+73
| +0.4% | +$13.9K | 0.05% | 156 |
|
|
2024
Q3 | $3.21M | Sell |
17,614
-21
| -0.1% | -$3.82K | 0.05% | 156 |
|
|
2024
Q2 | $2.98M | Sell |
17,635
-249
| -1% | -$42K | 0.05% | 156 |
|
|
2024
Q1 | $3.13M | Sell |
17,884
-5,995
| -25% | -$1.05M | 0.05% | 152 |
|
|
2023
Q4 | $3.93M | Sell |
23,879
-10,604
| -31% | -$1.74M | 0.08% | 130 |
|
|
2023
Q3 | $4.94M | Buy |
34,483
+679
| +2% | +$97.3K | 0.11% | 103 |
|
|
2023
Q2 | $5.03M | Sell |
33,804
-3,574
| -10% | -$532K | 0.11% | 100 |
|
|
2023
Q1 | $5.24M | Buy |
37,378
+10,298
| +38% | +$1.44M | 0.13% | 97 |
|
|
2022
Q4 | $3.99M | Buy |
27,080
+11,456
| +73% | +$1.69M | 0.11% | 112 |
|
|
2022
Q3 | $1.99M | Sell |
15,624
-1,439
| -8% | -$183K | 0.08% | 137 |
|
|
2022
Q2 | $2.24M | Buy |
17,063
+3,258
| +24% | +$427K | 0.08% | 136 |
|
|
2022
Q1 | $2.29M | Sell |
13,805
-1,474
| -10% | -$244K | 0.09% | 128 |
|
|
2021
Q4 | $2.79M | Buy |
15,279
+14,018
| +1,112% | +$2.56M | 0.11% | 117 |
|
|
2021
Q3 | $230K | Sell |
1,261
-12
| -0.9% | -$2.19K | 0.01% | 410 |
|
|
2021
Q2 | $240K | Buy |
+1,273
| New | +$240K | 0.01% | 405 |
|
|
2018
Q2 | – | Sell |
-40
| Closed | -$4K | – | 632 |
|
|
2018
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 534 |
|
|
2017
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 374 |
|
|
2015
Q4 | – | Sell |
-40
| Closed | -$3K | – | 414 |
|
|
2015
Q3 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 501 |
|