OWA
ORBA Wealth Advisors’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+1,061
| New | +$204K | 0.19% | 70 |
|
|
2025
Q1 | – | Sell |
-1,061
| Closed | -$202K | – | 108 |
|
|
2024
Q4 | $202K | Buy |
+1,061
| New | +$202K | 0.11% | 103 |
|
|
2024
Q3 | – | Sell |
-1,353
| Closed | -$228K | – | 107 |
|
|
2024
Q2 | $228K | Hold |
1,353
| – | – | 0.12% | 95 |
|
|
2024
Q1 | $237K | Hold |
1,353
| – | – | 0.13% | 89 |
|
|
2023
Q4 | $222K | Buy |
+1,353
| New | +$222K | 0.13% | 86 |
|