Sequoia Financial 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 | $470K | Buy |
2,436
+181
| +8% | +$34.9K | ﹤0.01% | 1020 |
|
|
2025
Q1 | $388K | Buy |
2,255
+1,149
| +104% | +$198K | ﹤0.01% | 952 |
|
|
2024
Q4 | $210K | Buy |
+1,106
| New | +$210K | ﹤0.01% | 1188 |
|
|
2022
Q2 | – | Sell |
-1,356
| Closed | -$225K | – | 689 |
|
|
2022
Q1 | $225K | Sell |
1,356
-597
| -31% | -$99.1K | 0.01% | 592 |
|
|
2021
Q4 | $357K | Buy |
+1,953
| New | +$357K | 0.01% | 402 |
|
|
2021
Q3 | – | Sell |
-1,315
| Closed | -$248K | – | 459 |
|
|
2021
Q2 | $248K | Buy |
+1,315
| New | +$248K | 0.01% | 413 |
|