Tower Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-75,942
| Closed | -$12.6M | – | 53 |
|
2022
Q1 | $12.6M | Buy |
75,942
+1,939
| +3% | +$321K | 13.66% | 2 |
|
2021
Q4 | $13.5M | Buy |
74,003
+3,808
| +5% | +$696K | 13.71% | 2 |
|
2021
Q3 | $12.8M | Buy |
70,195
+2,792
| +4% | +$509K | 13.5% | 2 |
|
2021
Q2 | $12.7M | Buy |
67,403
+22,738
| +51% | +$4.29M | 13.98% | 1 |
|
2021
Q1 | $7.9M | Buy |
+44,665
| New | +$7.9M | 10.19% | 4 |
|