Sweet Financial Partners’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
2024
Q3
$500K Hold
2024
Q2
$464K Hold
2024
Q1
$482K Hold
2023
Q4
$452K Hold
2023
Q3
$394K Hold
2023
Q2
$409K Hold
2023
Q1
$386K Hold
2022
Q4
$365K Sell
2022
Q3
$363K Hold
2022
Q2
$375K Hold
2022
Q1
$474K Hold
2021
Q4
$523K Buy