Southern Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $7.31M | Buy |
52,132
+1,377
| +3% | +$193K | 2.84% | 9 |
|
|
2022
Q4 | $6.74M | Buy |
50,755
+644
| +1% | +$85.6K | 2.71% | 10 |
|
|
2022
Q3 | $6.92M | Sell |
50,111
-1,078
| -2% | -$149K | 2.78% | 11 |
|
|
2022
Q2 | $6.71M | Buy |
51,189
+13,498
| +36% | +$1.77M | 2.57% | 15 |
|
|
2022
Q1 | $6.24M | Buy |
37,691
+2,978
| +9% | +$493K | 2.03% | 16 |
|
|
2021
Q4 | $6.35M | Buy |
34,713
+754
| +2% | +$138K | 2.51% | 12 |
|
|
2021
Q3 | $6.19M | Buy |
33,959
+1,890
| +6% | +$345K | 1.82% | 16 |
|
|
2021
Q2 | $6.03M | Buy |
32,069
+3,822
| +14% | +$718K | 1.74% | 18 |
|
|
2021
Q1 | $5M | Buy |
28,247
+7,870
| +39% | +$1.39M | 1.65% | 21 |
|
|
2020
Q4 | $3.36M | Buy |
20,377
+764
| +4% | +$126K | 1.27% | 22 |
|
|
2020
Q3 | $2.54M | Buy |
19,613
+4,405
| +29% | +$571K | 0.94% | 25 |
|
|
2020
Q2 | $1.8M | Sell |
15,208
-1,080
| -7% | -$128K | 0.35% | 25 |
|
|
2020
Q1 | $1.48M | Buy |
16,288
+6,756
| +71% | +$612K | 0.31% | 29 |
|
|
2019
Q4 | $1.2M | Buy |
+9,532
| New | +$1.2M | 0.23% | 28 |
|