Waverly 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
$3.31M Buy
17,155
+275
+2% +$53K 0.04% 388
2025
Q1
$2.91M Buy
16,880
+41
+0.2% +$7.06K 0.04% 398
2024
Q4
$3.2M Sell
16,839
-4,542
-21% -$863K 0.05% 285
2024
Q3
$3.89M Sell
21,381
-9
-0% -$1.64K 0.07% 224
2024
Q2
$3.61M Sell
21,390
-125
-0.6% -$21.1K 0.07% 229
2024
Q1
$3.77M Buy
+21,515
New +$3.77M 0.09% 176
2013
Q4
Sell
-605
Closed -$47K 847
2013
Q3
$47K Buy
+605
New +$47K 0.02% 259