Walkner Condon Financial 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 | $314K | Sell |
1,628
-350
| -18% | -$67.4K | 0.06% | 211 |
|
|
2025
Q1 | $341K | Hold |
1,978
| – | – | 0.07% | 190 |
|
|
2024
Q4 | $376K | Sell |
1,978
-15
| -0.8% | -$2.85K | 0.08% | 186 |
|
|
2024
Q3 | $363K | Hold |
1,993
| – | – | 0.07% | 189 |
|
|
2024
Q2 | $336K | Sell |
1,993
-50
| -2% | -$8.44K | 0.07% | 184 |
|
|
2024
Q1 | $358K | Hold |
2,043
| – | – | 0.08% | 193 |
|
|
2023
Q4 | $336K | Buy |
2,043
+40
| +2% | +$6.58K | 0.08% | 198 |
|
|
2023
Q3 | $287K | Sell |
2,003
-6
| -0.3% | -$860 | 0.08% | 199 |
|
|
2023
Q2 | $299K | Buy |
2,009
+185
| +10% | +$27.5K | 0.08% | 185 |
|
|
2023
Q1 | $256K | Sell |
1,824
-237
| -11% | -$33.2K | 0.07% | 194 |
|
|
2022
Q4 | $274K | Sell |
2,061
-66
| -3% | -$8.77K | 0.08% | 181 |
|
|
2022
Q3 | $270K | Hold |
2,127
| – | – | 0.09% | 173 |
|
|
2022
Q2 | $279K | Hold |
2,127
| – | – | 0.09% | 178 |
|
|
2022
Q1 | $352K | Buy |
2,127
+228
| +12% | +$37.7K | 0.1% | 162 |
|
|
2021
Q4 | $347K | Sell |
1,899
-1,289
| -40% | -$236K | 0.23% | 92 |
|
|
2021
Q3 | $580K | Buy |
3,188
+252
| +9% | +$45.8K | 0.29% | 76 |
|
|
2021
Q2 | $555K | Buy |
2,936
+901
| +44% | +$170K | 0.2% | 89 |
|
|
2021
Q1 | $360K | Buy |
2,035
+225
| +12% | +$39.8K | 0.14% | 120 |
|
|
2020
Q4 | $298K | Buy |
+1,810
| New | +$298K | 0.13% | 107 |
|