SWM
Selective Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
6,412
+440
| +7% | +$87K | 0.46% | 31 |
|
|
2025
Q1 | $959K | Buy |
5,972
+338
| +6% | +$54.3K | 0.42% | 34 |
|
|
2024
Q4 | $1.08M | Buy |
5,634
+178
| +3% | +$34.1K | 0.44% | 33 |
|
|
2024
Q3 | $986K | Buy |
5,456
+1,410
| +35% | +$255K | 0.41% | 35 |
|
|
2024
Q2 | $678K | Buy |
4,046
+43
| +1% | +$7.21K | 0.3% | 47 |
|
|
2024
Q1 | $678K | Buy |
4,003
+541
| +16% | +$91.6K | 0.29% | 45 |
|
|
2023
Q4 | $549K | Buy |
3,462
+314
| +10% | +$49.8K | 0.28% | 43 |
|
|
2023
Q3 | $439K | Buy |
3,148
+186
| +6% | +$26K | 0.24% | 48 |
|
|
2023
Q2 | $443K | Buy |
+2,962
| New | +$443K | 0.22% | 58 |
|
|
2022
Q4 | $230K | Buy |
1,626
+1,479
| +1,006% | +$209K | 0.12% | 110 |
|
|
2022
Q3 | $19K | Sell |
147
-546
| -79% | -$70.6K | 0.01% | 437 |
|
|
2022
Q2 | $91K | Sell |
693
-14
| -2% | -$1.84K | 0.03% | 231 |
|
|
2022
Q1 | $117K | Sell |
707
-73
| -9% | -$12.1K | 0.04% | 190 |
|
|
2021
Q4 | $143K | Buy |
780
+94
| +14% | +$17.2K | 0.06% | 159 |
|
|
2021
Q3 | $125K | Buy |
686
+95
| +16% | +$17.3K | 0.07% | 150 |
|
|
2021
Q2 | $111K | Buy |
+591
| New | +$111K | 0.09% | 107 |
|
|
2021
Q1 | – | Sell |
-253
| Closed | -$42K | – | 432 |
|
|
2020
Q4 | $42K | Hold |
253
| – | – | 0.03% | 124 |
|
|
2020
Q3 | $33K | Sell |
253
-60
| -19% | -$7.83K | 0.03% | 122 |
|
|
2020
Q2 | $37K | Buy |
+313
| New | +$37K | 0.03% | 130 |
|