UWM
USAdvisors Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,189
| Closed | -$225K | – | 152 |
|
2024
Q4 | $225K | Hold |
1,189
| – | – | 0.07% | 124 |
|
2024
Q3 | $216K | Hold |
1,189
| – | – | 0.08% | 117 |
|
2024
Q2 | $200K | Sell |
1,189
-674
| -36% | -$113K | 0.07% | 119 |
|
2024
Q1 | $326K | Sell |
1,863
-653
| -26% | -$114K | 0.12% | 109 |
|
2023
Q4 | $413K | Buy |
2,516
+1,514
| +151% | +$249K | 0.17% | 87 |
|
2023
Q3 | $6.99M | Sell |
1,002
-5,818
| -85% | -$40.6M | 3.12% | 5 |
|
2023
Q2 | $1.02M | Buy |
6,820
+126
| +2% | +$18.8K | 0.48% | 55 |
|
2023
Q1 | $939K | Sell |
6,694
-220
| -3% | -$30.9K | 0.45% | 58 |
|
2022
Q4 | $919K | Buy |
6,914
+1,016
| +17% | +$135K | 0.44% | 59 |
|
2022
Q3 | $750K | Buy |
5,898
+1,207
| +26% | +$153K | 0.38% | 63 |
|
2022
Q2 | $615K | Sell |
4,691
-34,587
| -88% | -$4.53M | 0.31% | 68 |
|
2022
Q1 | $6.51M | Sell |
39,278
-3,441
| -8% | -$570K | 2.78% | 10 |
|
2021
Q4 | $7.81M | Sell |
42,719
-971
| -2% | -$178K | 3.18% | 8 |
|
2021
Q3 | $7.97M | Buy |
43,690
+5,106
| +13% | +$931K | 3.45% | 6 |
|
2021
Q2 | $7.28M | Sell |
38,584
-2,753
| -7% | -$519K | 3.95% | 3 |
|
2021
Q1 | $7.31M | Buy |
+41,337
| New | +$7.31M | 3.54% | 6 |
|
2019
Q3 | – | Sell |
-4,180
| Closed | -$495 | – | 72 |
|
2019
Q2 | $495 | Buy |
+4,180
| New | +$495 | 0.21% | 29 |
|
2019
Q1 | – | Sell |
-2,349
| Closed | -$234K | – | 51 |
|
2018
Q4 | $234K | Buy |
+2,349
| New | +$234K | 0.19% | 37 |
|