Palo Alto Wealth 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 | Buy |
1,759
+5
| +0.3% | +$964 | 0.13% | 40 |
|
|
2025
Q1 | $325K | Sell |
1,754
-88
| -5% | -$16.3K | 0.13% | 41 |
|
|
2024
Q4 | $350K | Sell |
1,842
-506
| -22% | -$96.1K | 0.12% | 40 |
|
|
2024
Q3 | $436K | Buy |
2,348
+14
| +0.6% | +$2.6K | 0.18% | 34 |
|
|
2024
Q2 | $395K | Sell |
2,334
-175
| -7% | -$29.6K | 0.27% | 30 |
|
|
2024
Q1 | $440K | Sell |
2,509
-1,132
| -31% | -$198K | 0.31% | 28 |
|
|
2023
Q4 | $599K | Buy |
3,641
+331
| +10% | +$54.4K | 0.45% | 24 |
|
|
2023
Q3 | $476K | Sell |
3,310
-355
| -10% | -$51.1K | 0.4% | 24 |
|
|
2023
Q2 | $547K | Sell |
3,665
-1,831
| -33% | -$273K | 0.44% | 26 |
|
|
2023
Q1 | $771K | Sell |
5,496
-1,756
| -24% | -$246K | 0.62% | 22 |
|
|
2022
Q4 | $964K | Buy |
+7,252
| New | +$964K | 0.82% | 19 |
|