WAM
Wealthspire Advisors (Maryland)’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $42.1M | Buy |
324,326
+132,573
| +69% | +$17.2M | 1.48% | 14 |
|
|
2020
Q2 | $22.7M | Buy |
191,753
+24,202
| +14% | +$2.86M | 1.62% | 14 |
|
|
2020
Q1 | $15.2M | Buy |
167,551
+54,224
| +48% | +$4.91M | 1.32% | 19 |
|
|
2019
Q4 | $14.3M | Buy |
113,327
+681
| +0.6% | +$85.8K | 0.96% | 21 |
|
|
2019
Q3 | $13.1M | Buy |
112,646
+7,589
| +7% | +$883K | 0.96% | 22 |
|
|
2019
Q2 | $12.5M | Buy |
105,057
+8,357
| +9% | +$991K | 0.93% | 22 |
|
|
2019
Q1 | $11.2M | Buy |
96,700
+24,039
| +33% | +$2.78M | 0.84% | 22 |
|
|
2018
Q4 | $7.25M | Sell |
72,661
-8,393
| -10% | -$838K | 0.65% | 32 |
|
|
2018
Q3 | $9.94M | Buy |
81,054
+12,646
| +18% | +$1.55M | 0.82% | 20 |
|
|
2018
Q2 | $8.06M | Buy |
68,408
+13,027
| +24% | +$1.53M | 0.73% | 21 |
|
|
2018
Q1 | $6.18M | Buy |
55,381
+17,228
| +45% | +$1.92M | 0.58% | 31 |
|
|
2017
Q4 | $4.26M | Buy |
+38,153
| New | +$4.26M | 0.41% | 42 |
|