Tiedemann Advisors’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
2023
Q3
$241K Buy
1,673
+2
+0.1% +$288 0.01% 240
2023
Q2
$250K Hold
1,671
0.01% 220
2023
Q1
$234K Buy
1,671
+2
+0.1% +$280 0.01% 218
2022
Q4
$222K Buy
1,669
+4
+0.2% +$531 0.01% 217
2022
Q3
$212K Buy
1,665
+2
+0.1% +$255 0.01% 214
2022
Q2
$218K Buy
1,663
+2
+0.1% +$262 0.02% 206
2022
Q1
$275K Sell
1,661
-54
-3% -$8.94K 0.01% 237
2021
Q4
$314K Buy
1,715
+3
+0.2% +$549 0.02% 233
2021
Q3
$312K Buy
1,712
+1
+0.1% +$182 0.02% 235
2021
Q2
$322K Sell
1,711
-79
-4% -$14.9K 0.01% 282
2021
Q1
$317K Buy
1,790
+2
+0.1% +$354 0.01% 265
2020
Q4
$295K Sell
1,788
-459
-20% -$75.7K 0.01% 259
2020
Q3
$293K Sell
2,247
-1,315
-37% -$171K 0.01% 265
2020
Q2
$423K Sell
3,562
-45
-1% -$5.34K 0.02% 222
2020
Q1
$327K Sell
3,607
-2,973
-45% -$270K 0.02% 231
2019
Q4
$829K Sell
6,580
-5,640
-46% -$711K 0.04% 176
2019
Q3
$1.42M Sell
12,220
-1,335
-10% -$155K 0.07% 143
2019
Q2
$1.61M Sell
13,555
-5,289
-28% -$627K 0.08% 120
2019
Q1
$2.18M Sell
18,844
-409
-2% -$47.4K 0.1% 128
2018
Q4
$1.92M Sell
19,253
-682
-3% -$68.1K 0.1% 137
2018
Q3
$2.45M Sell
19,935
-917
-4% -$113K 0.15% 94
2018
Q2
$2.46M Sell
20,852
-10,558
-34% -$1.25M 0.16% 91
2018
Q1
$3.5M Buy
+31,410
New +$3.5M 0.24% 65