Windsor Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,166
| Closed | -$213K | – | 245 |
|
2021
Q4 | $213K | Sell |
1,166
-70
| -6% | -$12.8K | 0.04% | 229 |
|
2021
Q3 | $228K | Hold |
1,236
| – | – | 0.05% | 208 |
|
2021
Q2 | $233K | Hold |
1,236
| – | – | 0.05% | 198 |
|
2021
Q1 | $219K | Sell |
1,236
-55
| -4% | -$9.75K | 0.05% | 191 |
|
2020
Q4 | $213K | Buy |
+1,291
| New | +$213K | 0.05% | 186 |
|