WFG 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $10K | Buy |
+102
| New | +$10K | ﹤0.01% | 1153 |
|
2017
Q1 | – | Sell |
-101
| Closed | -$10K | – | 1670 |
|
2016
Q4 | $10K | Buy |
+101
| New | +$10K | ﹤0.01% | 1109 |
|
2016
Q1 | – | Sell |
-60
| Closed | -$5K | – | 1690 |
|
2015
Q4 | $5K | Sell |
60
-714
| -92% | -$59.5K | ﹤0.01% | 1239 |
|
2015
Q3 | $63K | Buy |
774
+400
| +107% | +$32.6K | 0.02% | 575 |
|
2015
Q2 | $34K | Buy |
374
+330
| +750% | +$30K | 0.01% | 833 |
|
2015
Q1 | $4K | Sell |
44
-346
| -89% | -$31.5K | ﹤0.01% | 1423 |
|
2014
Q4 | $34K | Sell |
390
-529
| -58% | -$46.1K | 0.01% | 1036 |
|
2014
Q3 | $77K | Buy |
919
+145
| +19% | +$12.1K | 0.01% | 754 |
|
2014
Q2 | $68K | Buy |
774
+104
| +16% | +$9.14K | 0.01% | 798 |
|
2014
Q1 | $57K | Sell |
670
-205
| -23% | -$17.4K | 0.01% | 860 |
|
2013
Q4 | $72K | Buy |
875
+218
| +33% | +$17.9K | 0.01% | 871 |
|
2013
Q3 | $51K | Sell |
657
-40
| -6% | -$3.11K | 0.01% | 923 |
|
2013
Q2 | $49K | Buy |
+697
| New | +$49K | 0.01% | 895 |
|