Wellspring 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,405
| Closed | -$560K | – | 154 |
|
|
2023
Q4 | $560K | Buy |
+3,405
| New | +$560K | 0.14% | 68 |
|
|
2022
Q2 | – | Sell |
-1,063
| Closed | -$176K | – | 141 |
|
|
2022
Q1 | $176K | Sell |
1,063
-602
| -36% | -$99.7K | 0.05% | 96 |
|
|
2021
Q4 | $305K | Buy |
1,665
+3
| +0.2% | +$550 | 0.09% | 75 |
|
|
2021
Q3 | $303K | Buy |
1,662
+2
| +0.1% | +$365 | 0.09% | 75 |
|
|
2021
Q2 | $313K | Buy |
+1,660
| New | +$313K | 0.1% | 70 |
|
|
2021
Q1 | – | Sell |
-1,655
| Closed | -$273K | – | 109 |
|
|
2020
Q4 | $273K | Sell |
1,655
-200
| -11% | -$33K | 0.1% | 73 |
|
|
2020
Q3 | $241K | Sell |
1,855
-268
| -13% | -$34.8K | 0.09% | 76 |
|
|
2020
Q2 | $251K | Buy |
+2,123
| New | +$251K | 0.1% | 77 |
|