Summit Wealth Group’s Vanguard Extended Market ETF VXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.4M	Buy	79,809 +1,314	+2%	+$281K	3.77%	6
2025 Q4	$16.4M	Buy	78,495 +29	+0%	+$6.09K	3.83%	5
2025 Q3	$16.4M	Buy	78,466 +806	+1%	+$163K	3.97%	5
2025 Q2	$15M	Buy	77,660 +8,830	+13%	+$1.57M	3.84%	6
2025 Q1	$11.9M	Buy	68,830 +2,655	+4%	+$502K	3.47%	7
2024 Q4	$12.6M	Buy	66,175 +968	+1%	+$187K	3.64%	7
2024 Q3	$11.9M	Buy	65,207 +16,878	+35%	+$2.95M	3.42%	7
2024 Q2	$8.16M	Buy	+48,329	New	+$8.16M	2.45%	11
2023 Q3	–	Sell	-43,493	Closed	-$6.47M	–	79
2023 Q2	$6.47M	Sell	43,493 -5,642,307	-99%	-$791M	2.62%	8
2023 Q1	$41K	Buy	+5,685,800	New	+$807M	0.98%	21
2021 Q4	–	Sell	-2,757	Closed	-$503K	–	53
2021 Q3	$503K	Buy	+2,757	New	+$514K	0.8%	24
2021 Q1	–	Sell	-37,374	Closed	-$6.16M	–	221
2020 Q4	$6.16M	Sell	37,374 -5,050	-12%	-$748K	3.86%	9
2020 Q3	$5.5M	Buy	42,424 +210	+0.5%	+$26.7K	4.78%	7
2020 Q2	$5M	Buy	42,214 +2,471	+6%	+$265K	4.57%	7
2020 Q1	$3.6M	Buy	39,743 +3,421	+9%	+$398K	3.65%	10
2019 Q4	$4.58M	Buy	+36,322	New	+$4.39M	4.32%	7