Strategic Wealth Partners’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 | $515K | Buy |
+2,672
| New | +$515K | 0.04% | 207 |
|
|
2024
Q4 | $495K | Buy |
2,483
+330
| +15% | +$65.7K | 0.04% | 210 |
|
|
2024
Q3 | $392K | Buy |
2,153
+575
| +36% | +$105K | 0.04% | 223 |
|
|
2024
Q2 | $266K | Buy |
1,578
+77
| +5% | +$13K | 0.03% | 256 |
|
|
2024
Q1 | $263K | Buy |
1,501
+31
| +2% | +$5.43K | 0.03% | 244 |
|
|
2023
Q4 | $242K | Sell |
1,470
-48
| -3% | -$7.89K | 0.03% | 249 |
|
|
2023
Q3 | $218K | Sell |
1,518
-79
| -5% | -$11.3K | 0.03% | 269 |
|
|
2023
Q2 | $238K | Sell |
1,597
-54
| -3% | -$8.04K | 0.03% | 265 |
|
|
2023
Q1 | $231K | Buy |
1,651
+80
| +5% | +$11.2K | 0.04% | 240 |
|
|
2022
Q4 | $209K | Sell |
1,571
-29
| -2% | -$3.85K | 0.04% | 246 |
|
|
2022
Q3 | $203K | Buy |
1,600
+67
| +4% | +$8.52K | 0.04% | 259 |
|
|
2022
Q2 | $201K | Sell |
1,533
-17
| -1% | -$2.23K | 0.04% | 234 |
|
|
2022
Q1 | $257K | Sell |
1,550
-97
| -6% | -$16.1K | 0.05% | 226 |
|
|
2021
Q4 | $301K | Sell |
1,647
-4
| -0.2% | -$731 | 0.06% | 230 |
|
|
2021
Q3 | $301K | Sell |
1,651
-147
| -8% | -$26.8K | 0.09% | 200 |
|
|
2021
Q2 | $339K | Sell |
1,798
-16
| -0.9% | -$3.02K | 0.11% | 187 |
|
|
2021
Q1 | $321K | Sell |
1,814
-153
| -8% | -$27.1K | 0.13% | 163 |
|
|
2020
Q4 | $324K | Sell |
1,967
-19
| -1% | -$3.13K | 0.14% | 142 |
|
|
2020
Q3 | $258K | Sell |
1,986
-171
| -8% | -$22.2K | 0.13% | 135 |
|
|
2020
Q2 | $255K | Sell |
2,157
-3,222
| -60% | -$381K | 0.13% | 120 |
|
|
2020
Q1 | $678K | Hold |
5,379
| – | – | 0.35% | 83 |
|
|
2019
Q4 | $678K | Sell |
5,379
-337
| -6% | -$42.5K | 0.35% | 83 |
|
|
2019
Q3 | $653 | Buy |
5,716
+860
| +18% | +$98 | ﹤0.01% | 219 |
|
|
2019
Q2 | $575K | Sell |
4,856
-2,257
| -32% | -$267K | 0.28% | 89 |
|
|
2019
Q1 | $830K | Sell |
7,113
-402
| -5% | -$46.9K | 0.38% | 81 |
|
|
2018
Q4 | $802K | Sell |
7,515
-792
| -10% | -$84.5K | 0.4% | 76 |
|
|
2018
Q3 | $1.02M | Sell |
8,307
-537
| -6% | -$65.9K | 0.54% | 67 |
|
|
2018
Q2 | $1.04M | Sell |
8,844
-3,453
| -28% | -$407K | 0.6% | 46 |
|
|
2018
Q1 | $1.37M | Sell |
12,297
-8,412
| -41% | -$939K | 0.71% | 37 |
|
|
2017
Q4 | $2.23M | Buy |
+20,709
| New | +$2.23M | 1.24% | 19 |
|