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

Aberdeen 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
2023 Q2	–	Sell	-349	Closed	-$49K	–	170
2023 Q1	$49K	Hold	349	–	–	0.04%	148
2022 Q4	$46.4K	Buy	349 +1	+0.3%	+$136	0.04%	148
2022 Q3	$44K	Buy	348 +2	+0.6%	+$282	0.04%	141
2022 Q2	$45K	Hold	346	–	–	0.04%	145
2022 Q1	$57K	Buy	+346	New	+$56.9K	0.04%	150

Other funds holding VXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Aberdeen Wealth Management's VXF Position: Q2 2023 in Review

Aberdeen Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q2 2023, closing a stake of 349 shares — an estimated $49K sold.

Aberdeen Wealth Management first reported a position in VXF in Q1 2022 and held it in 5 quarters. The position peaked at $57K in Q1 2022. 690 funds tracked by Wall St. Rank hold VXF as of Q2 2023.

Aberdeen Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q2 2023 after selling out during the quarter.
Aberdeen Wealth Management sold 349 Vanguard Extended Market ETF shares in Q2 2023, an estimated $49K.
Aberdeen Wealth Management first reported a position in Vanguard Extended Market ETF in Q1 2022 and held it in 5 quarters.
Aberdeen Wealth Management's Vanguard Extended Market ETF position peaked at $57K in Q1 2022.
690 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2023.

Based on Aberdeen Wealth Management's 13F filing for Q2 2023, filed 3 Aug 2023.