SFO
Standard Family Office’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-157,189
| Closed | -$20M | – | 443 |
|
|
2022
Q3 | $20M | Buy |
+157,189
| New | +$20M | 8.79% | 3 |
|
|
2022
Q2 | – | Sell |
-275,727
| Closed | -$45.7M | – | 261 |
|
|
2022
Q1 | $45.7M | Buy |
+275,727
| New | +$45.7M | 12.26% | 3 |
|
|
2021
Q4 | – | Sell |
-275,727
| Closed | -$50.3M | – | 252 |
|
|
2021
Q3 | $50.3M | Hold |
275,727
| – | – | 14.59% | 3 |
|
|
2021
Q2 | $52M | Hold |
275,727
| – | – | 10.76% | 3 |
|
|
2021
Q1 | $48.8M | Sell |
275,727
-33,924
| -11% | -$6M | 11.5% | 3 |
|
|
2020
Q4 | $51M | Buy |
+309,651
| New | +$51M | 12.19% | 3 |
|