Precedent Wealth Partners’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
$1.02M Sell
5,302
-27
-0.5% -$5.2K 0.25% 104
2025
Q1
$918K Hold
5,329
0.25% 100
2024
Q4
$1.01M Buy
5,329
+606
+13% +$115K 0.33% 85
2024
Q3
$860K Sell
4,723
-8
-0.2% -$1.46K 0.28% 91
2024
Q2
$799K Buy
4,731
+30
+0.6% +$5.06K 0.32% 79
2024
Q1
$824K Hold
4,701
0.35% 74
2023
Q4
$773K Buy
+4,701
New +$773K 0.39% 68