Palo Alto Wealth Advisors, LLC Vanguard Extended Market ETF Transaction History

Palo Alto Wealth Advisors, LLC

$256 Billion
Q1 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 1,754 shares of VXF stock, worth $345,766. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,754

Previous 1,842 4.78%

Holding current value

$345,766

Previous $350 Million 7.06%

% of portfolio

0.13%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$170.36 - $201.04 $14,991 - $17,691	-88 Reduced 4.78%	1,754 $325 Million
Q4 2024 Feb 14, 2025	SELL	$179.17 - $207.15 $90,660 - $104,817	-506 Reduced 21.55%	1,842 $350 Million
Q3 2024 Nov 06, 2024	BUY	$163.98 - $182.92 $2,295 - $2,560	14 Added 0.6%	2,348 $436 Million
Q2 2024 Aug 13, 2024	SELL	$161.82 - $174.44 $28,318 - $30,527	-175 Reduced 6.97%	2,334 $395 Million
Q1 2024 Apr 30, 2024	SELL	$157.48 - $175.27 $178,267 - $198,405	-1,132 Reduced 31.09%	2,509 $440 Million
Q4 2023 Feb 05, 2024	BUY	$132.07 - $166.45 $43,715 - $55,094	331 Added 10.0%	3,641 $599 Million
Q3 2023 Oct 30, 2023	SELL	$141.37 - $157.63 $50,186 - $55,958	-355 Reduced 9.69%	3,310 $476 Million
Q2 2023 Aug 07, 2023	SELL	$133.38 - $148.98 $244,218 - $272,782	-1,831 Reduced 33.32%	3,665 $547 Million
Q1 2023 Apr 18, 2023	SELL	$132.1 - $153.03 $231,967 - $268,720	-1,756 Reduced 24.21%	5,496 $771 Million
Q4 2022 Feb 07, 2023	BUY	$126.68 - $143.4 $918,683 - $1.04 Million	7,252 New	7,252 $964 Million

Others Institutions Holding VXF

# of Institutions

975

Shares Held

51.2M

Call Options Held

15.6K

Put Options Held

3.4K

View Full List

About VANGUARD EXTENDED MARKET ETF

Ticker VXF
Sector ETFs
Industry ETFs

More about VXF

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Palo Alto Wealth Advisors, LLC Vanguard Extended Market ETF Transaction History