Plan Group Financial’s Vanguard Extended Market ETF VXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$216K Sell
2025
Q3
$226K Hold
2025
Q2
$208K Buy
2025
Q1
Sell
2024
Q4
$210K Hold
2024
Q3
$201K Sell
2024
Q2
$254K Sell
2024
Q1
$289K Buy
2023
Q4
Sell
2023
Q3
$245K Buy