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Alpha Cubed Investments’s Vanguard Extended Market ETF VXF Stock Holding History

Alpha Cubed Investments’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
2018
Q4 		– Sell
-3,530
Closed -$397K – 316
2018
Q3 		$397K Buy
+3,530
New +$431K 0.05% 192

Other funds holding VXF

Envestnet Asset Management
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Alpha Cubed Investments's VXF Position: Q4 2018 in Review

Alpha Cubed Investments sold out of Vanguard Extended Market ETF (VXF) in Q4 2018, closing a stake of 3,530 shares — an estimated $397K sold.

Alpha Cubed Investments first reported a position in VXF in Q3 2018 and held it in 1 quarter. The position peaked at $397K in Q3 2018. 346 funds tracked by Wall St. Rank hold VXF as of Q4 2018.

  • Alpha Cubed Investments reported no remaining Vanguard Extended Market ETF position as of Q4 2018 after selling out during the quarter.
  • Alpha Cubed Investments sold 3,530 Vanguard Extended Market ETF shares in Q4 2018, an estimated $397K.
  • Alpha Cubed Investments first reported a position in Vanguard Extended Market ETF in Q3 2018 and held it in 1 quarter.
  • Alpha Cubed Investments's Vanguard Extended Market ETF position peaked at $397K in Q3 2018.
  • 346 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2018.

Based on Alpha Cubed Investments's 13F filing for Q4 2018, filed 29 Jan 2019.