Plan Group Financial’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
$208K Buy
+1,081
New +$208K 0.07% 151
2025
Q1
Sell
-1,104
Closed -$210K 159
2024
Q4
$210K Hold
1,104
0.11% 108
2024
Q3
$201K Sell
1,104
-400
-27% -$72.8K 0.11% 111
2024
Q2
$254K Sell
1,504
-143
-9% -$24.1K 0.16% 79
2024
Q1
$289K Buy
+1,647
New +$289K 0.19% 75
2023
Q4
Sell
-1,709
Closed -$245K 80
2023
Q3
$245K Buy
+1,709
New +$245K 0.18% 61