Safir 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 | $5.18M | Buy |
26,857
+735
| +3% | +$142K | 3.8% | 8 |
|
|
2025
Q1 | $4.5M | Buy |
26,122
+985
| +4% | +$170K | 3.57% | 8 |
|
|
2024
Q4 | $4.78M | Buy |
25,137
+265
| +1% | +$50.3K | 3.68% | 9 |
|
|
2024
Q3 | $4.53M | Buy |
24,872
+265
| +1% | +$48.2K | 3.48% | 9 |
|
|
2024
Q2 | $4.15M | Buy |
24,607
+269
| +1% | +$45.4K | 3.4% | 9 |
|
|
2024
Q1 | $4.27M | Buy |
24,338
+1,128
| +5% | +$198K | 3.5% | 9 |
|
|
2023
Q4 | $3.82M | Sell |
23,210
-126
| -0.5% | -$20.7K | 3.43% | 9 |
|
|
2023
Q3 | $3.34M | Sell |
23,336
-13
| -0.1% | -$1.86K | 3.24% | 9 |
|
|
2023
Q2 | $3.48M | Buy |
23,349
+1,450
| +7% | +$216K | 3.21% | 9 |
|
|
2023
Q1 | $3.07M | Buy |
21,899
+255
| +1% | +$35.8K | 3.03% | 9 |
|
|
2022
Q4 | $2.88M | Buy |
21,644
+115
| +0.5% | +$15.3K | 2.93% | 9 |
|
|
2022
Q3 | $2.74M | Buy |
21,529
+650
| +3% | +$82.6K | 2.85% | 9 |
|
|
2022
Q2 | $2.74M | Buy |
20,879
+244
| +1% | +$32K | 2.68% | 9 |
|
|
2022
Q1 | $3.42M | Buy |
20,635
+2,947
| +17% | +$488K | 2.85% | 9 |
|
|
2021
Q4 | $3.23M | Buy |
17,688
+425
| +2% | +$77.7K | 2.52% | 9 |
|
|
2021
Q3 | $3.15M | Buy |
17,263
+695
| +4% | +$127K | 2.63% | 9 |
|
|
2021
Q2 | $3.13M | Buy |
16,568
+773
| +5% | +$146K | 2.65% | 9 |
|
|
2021
Q1 | $2.79M | Sell |
15,795
-1,688
| -10% | -$299K | 2.56% | 9 |
|
|
2020
Q4 | $2.88M | Buy |
+17,483
| New | +$2.88M | 2.67% | 9 |
|