9WM
VXF icon

9258 Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

9258 Wealth Management’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,463
Closed -$253K – 287
2020
Q1 		$253K Buy
+2,463
New +$286K 0.11% 212

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

9258 Wealth Management's VXF Position: Q2 2020 in Review

9258 Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q2 2020, closing a stake of 2,463 shares — an estimated $253K sold.

9258 Wealth Management first reported a position in VXF in Q1 2020 and held it in 1 quarter. The position peaked at $253K in Q1 2020. 436 funds tracked by Wall St. Rank hold VXF as of Q2 2020.

  • 9258 Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q2 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 2,463 Vanguard Extended Market ETF shares in Q2 2020, an estimated $253K.
  • 9258 Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2020 and held it in 1 quarter.
  • 9258 Wealth Management's Vanguard Extended Market ETF position peaked at $253K in Q1 2020.
  • 436 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2020.

Based on 9258 Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.