Summit Wealth Group’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 | $15M | Buy |
77,660
+8,830
| +13% | +$1.7M | 3.84% | 6 |
|
|
2025
Q1 | $11.9M | Buy |
68,830
+2,655
| +4% | +$457K | 3.47% | 7 |
|
|
2024
Q4 | $12.6M | Buy |
66,175
+968
| +1% | +$184K | 3.64% | 7 |
|
|
2024
Q3 | $11.9M | Buy |
65,207
+16,878
| +35% | +$3.07M | 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% | -$840M | 2.62% | 8 |
|
|
2023
Q1 | $41K | Buy |
+5,685,800
| New | +$41K | 0.98% | 21 |
|
|
2021
Q4 | – | Sell |
-2,757
| Closed | -$503K | – | 53 |
|
|
2021
Q3 | $503K | Buy |
+2,757
| New | +$503K | 0.8% | 24 |
|
|
2021
Q1 | – | Sell |
-37,374
| Closed | -$6.16M | – | 221 |
|
|
2020
Q4 | $6.16M | Sell |
37,374
-5,050
| -12% | -$832K | 3.86% | 9 |
|
|
2020
Q3 | $5.5M | Buy |
42,424
+210
| +0.5% | +$27.2K | 4.78% | 7 |
|
|
2020
Q2 | $5M | Buy |
42,214
+2,471
| +6% | +$292K | 4.57% | 7 |
|
|
2020
Q1 | $3.6M | Buy |
39,743
+3,421
| +9% | +$310K | 3.65% | 10 |
|
|
2019
Q4 | $4.58M | Buy |
+36,322
| New | +$4.58M | 4.32% | 7 |
|