Sweet Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $500K | Hold |
2,750
| – | – | 0.11% | 126 |
|
|
2024
Q2 | $464K | Hold |
2,750
| – | – | 0.11% | 125 |
|
|
2024
Q1 | $482K | Hold |
2,750
| – | – | 0.11% | 125 |
|
|
2023
Q4 | $452K | Hold |
2,750
| – | – | 0.11% | 129 |
|
|
2023
Q3 | $394K | Hold |
2,750
| – | – | 0.1% | 124 |
|
|
2023
Q2 | $409K | Hold |
2,750
| – | – | 0.11% | 118 |
|
|
2023
Q1 | $386K | Hold |
2,750
| – | – | 0.11% | 118 |
|
|
2022
Q4 | $365K | Sell |
2,750
-110
| -4% | -$14.6K | 0.11% | 118 |
|
|
2022
Q3 | $363K | Hold |
2,860
| – | – | 0.12% | 113 |
|
|
2022
Q2 | $375K | Hold |
2,860
| – | – | 0.12% | 113 |
|
|
2022
Q1 | $474K | Hold |
2,860
| – | – | 0.13% | 101 |
|
|
2021
Q4 | $523K | Buy |
+2,860
| New | +$523K | 0.22% | 66 |
|