WAG
Winthrop Advisory Group’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Buy |
74,094
+5,946
| +9% | +$1.15M | 1.38% | 15 |
|
|
2025
Q1 | $11.7M | Sell |
68,148
-2,730
| -4% | -$470K | 1.41% | 16 |
|
|
2024
Q4 | $13.5M | Buy |
70,878
+3,321
| +5% | +$631K | 1.62% | 14 |
|
|
2024
Q3 | $12.3M | Buy |
67,557
+698
| +1% | +$127K | 1.52% | 15 |
|
|
2024
Q2 | $11.3M | Buy |
66,859
+2,983
| +5% | +$503K | 1.53% | 13 |
|
|
2024
Q1 | $11.2M | Buy |
63,876
+6,886
| +12% | +$1.21M | 1.62% | 13 |
|
|
2023
Q4 | $9.37M | Buy |
56,990
+3,325
| +6% | +$547K | 1.46% | 15 |
|
|
2023
Q3 | $7.72M | Buy |
53,665
+5,417
| +11% | +$779K | 1.27% | 16 |
|
|
2023
Q2 | $7.2M | Buy |
48,248
+5,027
| +12% | +$751K | 1.16% | 17 |
|
|
2023
Q1 | $6.06M | Buy |
43,221
+98
| +0.2% | +$13.7K | 1.07% | 18 |
|
|
2022
Q4 | $5.73M | Buy |
43,123
+1,083
| +3% | +$144K | 1.09% | 17 |
|
|
2022
Q3 | $5.34M | Buy |
42,040
+5,313
| +14% | +$675K | 1.14% | 16 |
|
|
2022
Q2 | $4.82M | Buy |
36,727
+257
| +0.7% | +$33.7K | 1.13% | 16 |
|
|
2022
Q1 | $6.04M | Sell |
36,470
-14,197
| -28% | -$2.35M | 1.26% | 14 |
|
|
2021
Q4 | $9.27M | Buy |
50,667
+19,018
| +60% | +$3.48M | 1.86% | 13 |
|
|
2021
Q3 | $5.77M | Buy |
+31,649
| New | +$5.77M | 1.28% | 14 |
|