West 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 | $12.9M | Buy |
66,907
+5,037
| +8% | +$971K | 2.24% | 13 |
|
|
2025
Q1 | $10.7M | Buy |
61,870
+138
| +0.2% | +$23.8K | 2.03% | 13 |
|
|
2024
Q4 | $11.7M | Sell |
61,732
-554
| -0.9% | -$105K | 2.26% | 13 |
|
|
2024
Q3 | $11.3M | Buy |
62,286
+985
| +2% | +$179K | 2.19% | 12 |
|
|
2024
Q2 | $10.3M | Sell |
61,301
-1,704
| -3% | -$288K | 2.15% | 11 |
|
|
2024
Q1 | $11M | Sell |
63,005
-1,372
| -2% | -$240K | 2.37% | 10 |
|
|
2023
Q4 | $10.6M | Sell |
64,377
-2,100
| -3% | -$345K | 2.41% | 10 |
|
|
2023
Q3 | $9.53M | Sell |
66,477
-238
| -0.4% | -$34.1K | 2.39% | 11 |
|
|
2023
Q2 | $9.93M | Buy |
66,715
+1,312
| +2% | +$195K | 2.44% | 11 |
|
|
2023
Q1 | $9.17M | Sell |
65,403
-4,074
| -6% | -$571K | 2.4% | 11 |
|
|
2022
Q4 | $9.23M | Buy |
69,477
+3,465
| +5% | +$460K | 2.58% | 12 |
|
|
2022
Q3 | $8.39M | Buy |
66,012
+3,429
| +5% | +$436K | 2.51% | 11 |
|
|
2022
Q2 | $8.21M | Sell |
62,583
-9,964
| -14% | -$1.31M | 2.39% | 11 |
|
|
2022
Q1 | $12M | Buy |
72,547
+1,473
| +2% | +$244K | 3.16% | 10 |
|
|
2021
Q4 | $13M | Buy |
71,074
+1,789
| +3% | +$327K | 3.49% | 10 |
|
|
2021
Q3 | $12.6M | Buy |
69,285
+1,553
| +2% | +$283K | 3.7% | 9 |
|
|
2021
Q2 | $12.8M | Buy |
67,732
+5,007
| +8% | +$944K | 3.9% | 9 |
|
|
2021
Q1 | $11.1M | Buy |
62,725
+1,577
| +3% | +$279K | 3.72% | 10 |
|
|
2020
Q4 | $10.1M | Buy |
+61,148
| New | +$10.1M | 3.57% | 10 |
|