TruWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
5,862
-1,556
| -21% | -$300K | 0.06% | 85 |
|
|
2025
Q1 | $1.28M | Sell |
7,418
-10
| -0.1% | -$1.72K | 0.08% | 77 |
|
|
2024
Q4 | $1.41M | Sell |
7,428
-969
| -12% | -$184K | 0.09% | 75 |
|
|
2024
Q3 | $1.53M | Sell |
8,397
-334
| -4% | -$60.8K | 0.09% | 74 |
|
|
2024
Q2 | $1.47M | Sell |
8,731
-287
| -3% | -$48.4K | 0.1% | 73 |
|
|
2024
Q1 | $1.58M | Sell |
9,018
-513
| -5% | -$89.9K | 0.11% | 75 |
|
|
2023
Q4 | $1.57M | Sell |
9,531
-511
| -5% | -$84K | 0.12% | 70 |
|
|
2023
Q3 | $1.44M | Sell |
10,042
-123
| -1% | -$17.6K | 0.12% | 72 |
|
|
2023
Q2 | $1.51M | Sell |
10,165
-907
| -8% | -$135K | 0.13% | 70 |
|
|
2023
Q1 | $1.55M | Sell |
11,072
-329
| -3% | -$46.1K | 0.14% | 67 |
|
|
2022
Q4 | $1.51M | Sell |
11,401
-298
| -3% | -$39.6K | 0.15% | 70 |
|
|
2022
Q3 | $1.49M | Sell |
11,699
-3,991
| -25% | -$507K | 0.16% | 65 |
|
|
2022
Q2 | $2.06M | Buy |
15,690
+2,271
| +17% | +$298K | 0.22% | 57 |
|
|
2022
Q1 | $2.22M | Sell |
13,419
-45,978
| -77% | -$7.62M | 0.23% | 53 |
|
|
2021
Q4 | $10.9M | Sell |
59,397
-3,162
| -5% | -$578K | 1.1% | 24 |
|
|
2021
Q3 | $11.4M | Buy |
62,559
+2,232
| +4% | +$407K | 1.27% | 21 |
|
|
2021
Q2 | $11.4M | Buy |
60,327
+3,277
| +6% | +$618K | 1.33% | 21 |
|
|
2021
Q1 | $10.1M | Buy |
57,050
+6,132
| +12% | +$1.08M | 1.37% | 19 |
|
|
2020
Q4 | $8.39M | Buy |
+50,918
| New | +$8.39M | 1.25% | 22 |
|