MPS Loria Financial Planners’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 | – | Sell |
-1,288
| Closed | -$222K | – | 84 |
|
|
2025
Q1 | $222K | Buy |
1,288
+4
| +0.3% | +$689 | 0.07% | 78 |
|
|
2024
Q4 | $244K | Buy |
1,284
+4
| +0.3% | +$760 | 0.07% | 72 |
|
|
2024
Q3 | $233K | Hold |
1,280
| – | – | 0.07% | 77 |
|
|
2024
Q2 | $216K | Sell |
1,280
-408
| -24% | -$68.9K | 0.07% | 78 |
|
|
2024
Q1 | $296K | Hold |
1,688
| – | – | 0.1% | 63 |
|
|
2023
Q4 | $278K | Hold |
1,688
| – | – | 0.1% | 67 |
|
|
2023
Q3 | $242K | Hold |
1,688
| – | – | 0.09% | 68 |
|
|
2023
Q2 | $251K | Hold |
1,688
| – | – | 0.09% | 70 |
|
|
2023
Q1 | $237K | Hold |
1,688
| – | – | 0.1% | 68 |
|
|
2022
Q4 | $224K | Hold |
1,688
| – | – | 0.1% | 66 |
|
|
2022
Q3 | $215K | Hold |
1,688
| – | – | 0.08% | 62 |
|
|
2022
Q2 | $221K | Sell |
1,688
-634
| -27% | -$83K | 0.1% | 65 |
|
|
2022
Q1 | $384K | Buy |
2,322
+634
| +38% | +$105K | 0.16% | 52 |
|
|
2021
Q4 | $308K | Hold |
1,688
| – | – | 0.13% | 60 |
|
|
2021
Q3 | $307K | Hold |
1,688
| – | – | 0.14% | 55 |
|
|
2021
Q2 | $318K | Hold |
1,688
| – | – | 0.15% | 52 |
|
|
2021
Q1 | $298K | Hold |
1,688
| – | – | 0.14% | 60 |
|
|
2020
Q4 | $274K | Hold |
1,688
| – | – | 0.12% | 61 |
|
|
2020
Q3 | $219K | Hold |
1,688
| – | – | 0.11% | 66 |
|
|
2020
Q2 | $200K | Buy |
+1,688
| New | +$200K | 0.11% | 69 |
|
|
2020
Q1 | – | Sell |
-1,688
| Closed | -$212K | – | 73 |
|
|
2019
Q4 | $212K | Buy |
+1,688
| New | +$212K | 0.13% | 70 |
|
|
2019
Q3 | – | Sell |
-1,688
| Closed | -$200K | – | 73 |
|
|
2019
Q2 | $200K | Buy |
+1,688
| New | +$200K | 0.13% | 70 |
|
|
2018
Q4 | – | Sell |
-1,781
| Closed | -$218K | – | 80 |
|
|
2018
Q3 | $218K | Buy |
1,781
+7
| +0.4% | +$857 | 0.14% | 70 |
|
|
2018
Q2 | $209K | Buy |
+1,774
| New | +$209K | 0.21% | 65 |
|
|
2017
Q3 | – | Sell |
-1,758
| Closed | -$178K | – | 339 |
|
|
2017
Q2 | $178K | Buy |
+1,758
| New | +$178K | 0.12% | 77 |
|