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